Click Export above the table in Billing Schedule Client. You get an Excel file with the schedule month by month, with production value, invoice amount and withheld amount.
How to do it
Go to Billing Schedule Client.
Check that the schedule is up to date.
Click Export above the table, next to Summaries and Filter.
The Excel file is downloaded.
What can the file be used for?
Send the file to accounting so they invoice the client according to the schedule.
Share the schedule with someone who does not have access to AIMZ.
Alternative
Instead of sending the file, you can give the accounting department access to the project in AIMZ, so they always see the updated schedule.
Good to know
Payment plans on purchases can be exported to Excel in the same way, from the Payment plan tab on the contract.