Aimz

Plan invoicing to the client and see whether the project is over- or underbilled.

Billing Schedule Client

Billing Schedule Client is the plan for what you will invoice the client each month. It drives the revenue side in Liquidity, is the basis for index regulation (LPS) towards…

The difference between a payment plan and a billing schedule.

What is the difference between a payment plan and a billing schedule?

What the module is and how it connects to the rest of AIMZ.

Overview

Click Export above the table in Billing Schedule Client. You get an Excel file with production value, invoice amount and withheld amount per month.

How do I export the billing schedule to Excel?

Yes. Open the billing schedule, select the Production value tab and paste the amounts from Excel into the Production value column. If the months run across in Excel, you must…

Can I paste the billing schedule from Excel?

Hover over the schedule name in Billing Schedule Client, click the pencil and enter production value month by month from your own plan.

How do I change the client billing schedule when it is only evenly distributed?

Add accumulated rows under Summaries in the table, and select Accumulated in the chart to see accumulated production value, invoice amount, withheld amount and posted.

How do I show accumulated figures in Billing Schedule Client?

How to use the Liquidity module together with the billing schedule to see the deviation between planned and invoiced amounts.

How can I see whether a project is over- or under-invoiced?

How to

How to add a new billing schedule/payment plan from the client on a project that already has one.

Can I have several billing schedules from the client on the same project?

Yes. AIMZ can set up an automation where AI suggests or performs the link to the right installment. Keep the billing schedule up to date, and the suggestions will be…

Can linking outgoing invoices to the billing schedule be automated?

The billing schedule is entered in AIMZ. The accounting integration fetches invoices, but not schedules. The same applies to payment plans with suppliers.

Do I have to enter the billing schedule myself, or is it fetched from accounting?

The billing schedule period is linked to Contract details on the project. Change the From and To dates there, and the schedule updates.

Why does the billing schedule cover the wrong period, and where do I change the dates?

Posted is only filled in when the outgoing invoices are linked to the billing schedule. Link the instalment invoices to the schedule under Invoice → Outgoing invoice.

Why does Posted show zero in the billing schedule?

No. Billing Schedule Client shows planned production value and invoicing to the client, and is used for liquidity and LPS. It does not change the cost forecast.

Does the billing schedule affect the final forecast?

Link the LPS invoice to one of the LPS lines in the billing schedule. It doesn't matter which, as long as it is an LPS line.

Which line in the billing schedule should an outgoing LPS invoice be linked to?

Answers to common questions and what to do when something looks wrong.

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