Finalizing a settlement
To finalize a settlement, you can create once-only contract lines to settle the costs per contract.
Procedure
1. Perform a cost settlement as described in Settling costs.
2. Set the status of this cost settlement to Settled.
After setting the status from Under review to Settled, Planon creates a once-only contract line to charge costs to the lessees. Whether once-only amounts are created depends on:
The setting of the cost settlement's Once-only amount field You can choose between:
- Do not create once-only amount
- Create 'once-only' amount for costs excl. VAT only
- Create separate 'once-only' amounts for costs excl. VAT and VAT costs
- Create combined 'once-only' amount for costs excl. VAT and VAT costs. For more information, see Cost settlement fields.
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If you select this option, the individual threshold values for costs excl. VAT and for VAT costs (as stored in the contract) are taken into account before the combined amount is composed.
The settings of the following contract fields:
- Settle net costs?
- Threshold for net costs to be settled
- Settle VAT costs?
- Threshold for VAT costs to be settled
For more information, see Contract fields.
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A cost settlement’s final status is Settled. This status is selected manually and can be reset by using the Reset cost settlement action. When resetting a cost settlement, the generated once-only contract lines are not automatically removed. You must remove these manually!