Invoicing for partial payment / advanced payments in running projects

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TOM offers a simple feature for creating several invoices from one project, allowing you to create advance or partial payment invoices for ongoing projects. You can view all project invoices in the main project screen. To close a project entirely you have to declare it as finally invoiced (main project / Invoice tab).

 

 

Invoicing a singular sub-project

This is the easiest way of creating a partial invoice: to do so select  Invoice sub-project  from the  Sub-Project  menu in the SP window.

 

Invoicing several sub-projects in a partial invoice

This function is the same as the normal invoicing procedure with the difference that you have to check the "Partial invoice" option. You thereby bypass the check for a completion date in the main project. Also, the project will be kept open for future invoicing, i.e. it won't be given an invoice date.

 

In some cases some sub-projects need to be excluded from the invoice, while others within the same project need to be invoiced. To do so activate the Special project. option in the sub-projects you want to exclude.
Sub-projects already invoiced are automatically excluded from invoicing.

 

Declaring a project as fully invoiced

There are two ways of completing the "invoiced" status in a project:

creating another / final invoice from it WITHOUT the partial invoice option checked
In the invoice view click  Declare project as finally invoiced  (available in the post-invoicing screen).

 

In both cases the date of the last invoice will be used as the invoice date for the project.