Making contracts invoiceable
Procedure
1. From the Contracts list, select an existing contract or add a new contract (see Adding contracts).
2. In the data panel, fill the mandatory fields with relevant information to make a contract invoiceable. For a description of these fields, see Invoiceable contract - fields.
3. Click Save.
4. Go to > . You will see all the corresponding contract lines for the selected contract.
5. Select the contract line for which you want to create an invoice.
 | A contract should be in Active status to be able to add an invoice. For more information about invoices, see Invoices. |
6. In the data panel, verify the mandatory fields.
7. You should perform a trial closure and close the amounts for the contract before you can add an invoice to it. For more information, see Closing amounts.
8. Select an address from Payment - address of external party if there are contract lines for which invoices are to be sent to another address than the invoice address specified on the contract.
A separate invoice will be created for the closed amounts of this contract line. If there are several contract lines with the same deviating invoice address, they will be grouped into one invoice.
A separate invoice will be created for the closed amounts of this contract line. If there are several contract lines with the same deviating invoice address, they will be grouped into one invoice.
In rare cases, you may need to delete a contract (line) that has an invoice linked to it. The following will happen:
• if the invoice has the status Approved or Awaiting approval: The contract can only be deleted if you first delete the invoice. Set the status of the invoice to Edit, delete all the invoice lines and the invoice.
• if the invoice has the status Final or Invoiced: Planon will remove the link between the contract and the invoice. The Final invoice changed? field on the invoice is automatically set to Yes. This setting indicates that the invoice is no longer complete.