Create an invoice schedule

Since Fixed Price deliverables have set values and delivery dates based on a contract, it is possible to create a schedule for generating and sending invoices.

To create an invoice schedule in VOGSY, do the following:

  1. Locate the target deliverable and click the dots vertical Options button.

  2. Select Invoicing schedule and when the Invoicing schedule window opens, click Add Billing Period.

    create invoice schedule 1

  3. Add the appropriate information to the second Invoicing schedule window. Note that the Description on invoice field is optional.

    You don’t have to invoice the full value of the deliverable at this time; you can create additional invoice schedules later.

    create invoice schedule 2

  4. Click Save.

    create invoice schedule 3

    The schedule will be created and listed on the first Invoicing schedule window.