Invoices and payments

Plan installment and monthly invoices from won estimates, and record when accounting sends them and gets paid.

For each won estimate, plan how many invoices it is billed in and when. The invoices themselves are issued in your accounting software; Vectana records that they were sent and paid.

Plan invoices (sales)

1. Open the project’s “Estimates” tab. With a won estimate, “Invoices” appears below the list
2. Pick the estimate in “Plan invoices…”
3. Choose how to bill it
   • One-time estimate: a split of “100”, “30 / 70”, “50 / 50” or “30 / 40 / 30” fills the amounts and dates (spread from the project’s start month to its end month). Change any label, date or amount
   • Monthly estimate: enter the first month and the number of months and press “List” for one invoice per month
4. “Save”. A total that differs from the estimate’s amount shows in amber

Planning again replaces only the installments that are still planned. Invoiced and paid ones stay. A won estimate without invoices is named in the “Invoices” section as a reminder.

Record invoices and payments (accounting)

“Billing” in the sidebar lists a month’s invoices.

• The cards show “Planned this month”, “Awaiting payment”, “Paid this month” and “Overdue”, with counts and amounts. Click a card to show only those
• The list holds invoices planned in the month, those paid in it, and every invoice still awaiting payment (overdue included)
• “Mark invoiced” records the invoice date and the payment due date, which defaults to the end of the following month
• “Mark paid” records the payment date
• “Undo” steps back one status

An invoiced one past its due date shows as “Overdue” in red.

“Export CSV” downloads the list on screen (UTF-8 that Excel opens directly), for your accounting software or the monthly close.

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