Working with Advance Invoices

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  • #96

    Ben
    Keymaster

    Hi all,
    As done by more VAR’s / MSP’s in Belgium, we like to work with Advance Invoices to customers, especially on greater projects where a lot of hardware and/or software is to be supplied. I haven’t found a ‘simple’ solution in Autotask PSA.
    How do you handle this?
    Look forward to your comments…
    Ben

    #112

    Rajiv
    Participant

    Hi Ben,

    Thank you for your -very good- question.

    I can imagine this being of the utmost importance to you, since it could have a big impact on cashflow-wise.

    From your question I gather 2 things (please correct me if i’m wrong):

    1. you’d like to bill for items that you procured (or intend to procure) for a client before actually installing them

    2. you’d like to perhaps bill in advance for labour that you’re intending to put into a new project

    For the first part, you can actually right-click on charges within a (proposal) project and designate them as ‘ready to bill’, upon which it subsequently will appear in your Approve & Post.

    For the second part, we always recommend using a Fixed Price contract when billing for projects. In a Fixed Price contract, you can set Milestones which indicate a set point in the project, upon which you can start billing for the part that you’ve already done. For more information on Milestone billing, please see the following link: https://ww1.autotask.net/help/Content/Contracts/FixedPrice/ManageContractMilestones.htm?Highlight=milestones

    Hope this helps!

    Please don’t hesitate to contact me if you’d like to discuss further.

    Kind regards,

    Rajiv Soekhie
    Customer Success Manager
    rsoekhie@autotask.com
    +3120 – 20 50 152

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