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.

By default VOGSY is set up to create invoices from deliverables. This allows you to manage the details, such as invoice methods and revenue type, of each deliverable. See Create an invoice schedule from a deliverable. If you want all of the invoices that you generate to have the same setup details, regardless of the deliverable, you can create an invoice schedule from the project. See Create an invoice schedule from a project.

Create an invoice schedule from a deliverable

To create an invoice schedule from a deliverable, 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 and the schedule will be created and listed on the first Invoicing schedule window.

Create an invoice schedule from a project

To create an invoice schedule from a project, do the following:

  1. Locate the project 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 project 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 project at this time; you can create additional invoice schedules later.

    create invoice schedule 2

  4. Click Save and the schedule will be created and listed on the first Invoicing schedule window.