Invoicing schedule

This field shows the periodic sum in the currency of the service contract version for which a periodic invoice is to be created.

Use this field to indicate whether the invoicing of the invoice recommendation depends on related maintenance. You can choose from the following options:

Invoice, post turnover directly:	Use this setting to create a periodic invoice directly from the invoicing schedule line.
Invoice on work completion, and post turnover:	With this setting, a periodic invoice can be created only when the related maintenance has been confirmed as complete. The Related maintenance button will not be available until you choose this setting.

The part group in this field is used for the financial policies.

This field shows the invoice code of the invoice that has been created on the basis of the selected line.

This field shows the date on which the invoice was created on the basis of the selected line.

This is the date of the journal entry for the invoice.

Credit sales invoices can be journalized in a separate day book, using consecutive invoice codes if required. This is obligatory for Belgian companies.

The following settings are relevant to the journalization of credit invoices:

The default value 'Negative invoice recommendation/committed period will be credit invoice' in the General Settings module (Settings folder, Default values form, Sales tab).
The General Settings module, Settings folder, Codes form, Sales tab.
The Credit invoice field in:
- The Invoicing module, Invoice recommendations form, General tab.
- The Sales module, Sales orders form, Periodic invoices button, General tab.
Processes for the creation of sales invoices
The journal entry categories 102 and 192 in the Financial module (Basic financial data folder, Journal entry categories form)
The Credit invoice field on the Sales invoices form. You can use this field to group invoices, so you can see all credit invoices together.

Auto-set credit invoices if invoice sum is negative

Consecutive credit invoice numbers

Creating separate credit invoices

The way you create credit invoices during the invoicing process depends on the invoicing method chosen.

Creating sales invoices from invoice recommendations

To create a separate credit invoice if the invoice recommendation has a negative sum, make sure the Credit invoice check box is selected there. You can set this as the default by selecting the Auto-set credit invoice when invoice sum is negative check box in the General Settings module (Settings folder, Default values form, Sales tab).

You can also select the Credit invoice check box if the sum is positive, for example to include additional administrative charges on a credit invoice.

If credit invoices are to be created when the invoice sum is negative, the invoice will be converted into a separate credit invoice. The invoice will be assigned a separate credit invoice code if this has been specified on the Codes form. Otherwise, the invoice will be assigned a sales invoice code.

Creating sales invoices from invoice periods

To create a separate credit invoice if an invoice period has a negative sum, make sure the Credit invoice check box is selected there. To use this as the default setting, open the General Settings module, navigate to the Settings folder, open the Default values form, select the Sales tab, and then select the Auto-set credit invoice when invoice sum is negative check box.

When creating a final invoice, you can still decide whether or not to create a credit invoice. To create it, make sure the Credit invoice check box is selected.

A separate credit invoice is created if the Negative invoice recommendation/committed period will be credit invoice check box is selected for the invoice period. The invoice will be assigned a separate credit invoice code if this has been specified on the Codes form. Otherwise, the invoice will be assigned a sales invoice code.

Creating sales invoices from service contracts

To create a separate credit invoice if an invoice period of a service contract has a negative sum, make sure the Credit invoice check box is selected there. To have this check box selected by default, open the General Settings module, navigate to the Settings folder, open the Default values form, select the Sales tab, and make the appropriate selection.

If on the period line it is specified that a credit invoice should be created if an invoice period has a negative sum, a separate credit invoice is created for the period. The invoice will be assigned a separate credit invoice code if this has been specified on the Codes form. Otherwise, the invoice will be assigned a sales invoice code.

Journalizing credit sales invoices in a separate day book

When this check box is selected, the periodic invoice line has been approved for further processing.

If on the Service tab of the Default values form, the Periodic invoicing schedule authorization check box is selected, this check box will be selected by default for every new periodic invoice line.

Note: Invoicing schedule lines can be authorized only if the VAT code has been filled in. To quickly check for which lines no VAT code has been filled in, sort the invoicing schedule lines by Fully processed and VAT code.

This date can be used as a selection criterion when creating periodic invoices. This allows you to specify a processing period when you run the Create periodic invoices for service contracts process. Periodic invoices will then be created for all periodic invoice recommendation lines of which the processing date falls within this processing period.