Vertec enables invoicing of instalment payments on a project basis
Enter instalment payments on projects in advance and invoice them at the desired time. You complete this process in Vertec with payment schedules. Break down the total amount of a project into lump sum instalments, invoice them and then create a final invoice. The amounts to be invoiced may vary. For example, depending on the economic situation of the invoice recipient, the amount of an invoice may be lower. a final invoice summarizes the individual invoices of the respective project.
On the desired project, the sub-items “New” and then “Scheduled payment” can be selected from the menu. If information such as the designation, date and the amount of the instalment for the planned payment have been entered, the planned payment is automatically collected in the folder “Scheduled payments”.
Each scheduled payment can be invoiced individually. To do this, open the respective payment from the project that you want to charge and select the item createinvoice for scheduled payment” in the menu.
All planned payments per project are invoiced via a final invoice. This is created via the respective project. The final invoice shows all services recorded on the project.
Our accompanying Blog Articles provides more details on payment plans in Vertec.
Product line “Expert”
Module “Services Services & CRM”
