Frequently Asked Questions

How can I handle Advance Invoicing

If I have the need to invoice my customers in advance but still want the invoice to be posted today then the following needs to be done:

Example

  1. Today is for example December 16th 2021.
  2. I want to invoice my customer in advance for the period January 1st - March 31st 2022.

Setup

  1. Set Get Posting Date From on Contract Setup to Work Date.
  2. Set Invoicing Interval on the Contract to 3M.
    1. With the Get Posting Date From set to Work Date posting date will be today.
Note

The Next Posting Date field on the Contract will be used to calculate prices in the Price list even though Get Posting Date is set to Work Date.

Tip

If you want to split the revenue over three periods you need to use a Deferral Code on the contract line. Set the Start Date on the deferral template to Posting Date as the starting period of the deferral will be calculated from the Next Posting Date on the Contract.

How can I see which documents are created from the contract

See Analyze Posted Entries.

How do I correct an inaccurate contract invoice

If the invoice is not posted yet, you can delete the it.

To correct a posted sales invoice, see How To Credit a Posted Contract Invoice

Note

It is only possible to post a corrective credit memo for the last posted invoice of a contract. To reverse a previous sales invoice, you must manually create a sales credit note.

Tip

See information on how to correct or cancel unpaid sales invoices on Microsoft Learn.

Why are no invoices created when I post batch

  1. Start by checking that the Contracts have the Status Released, see Release and Reopen Contracts.
  2. Check Next Posting Date on the Contracts.
  3. Check if there exists created but not posted entries, see Analyze Posted Entries

Yes, you can add links to a contract in the Links FactBox on a Contract.

See information on how to add a link on Microsoft Learn

Can I add notes to the contract

Yes, you can enter notes for a particular contract/agreement in the Notes FactBox on a Contract.

See information on how to add a note on Microsoft Learn

Is it possible to use a different language code on a contract than the one specified on the customer

Yes, if the contract is set to create invoices or orders, it is possible to use a language code different than the one specified on the linked customer.

Can I have both Items and G/L Accounts on contract lines?

Yes, it´s possible to use several types on contract lines, such as Contract Item, Resources, and Comments.

I want to sort my contracts into groups and categories, how do I do that?

You can use the Contract Category Code and Contract Group Code fields on the contract card to sort your contracts and more easily use the filter feature. See information on how to on Create Contract Category Code and Contract Group Code

Can I update multiple contracts at the same time?

From the contract list, select multiple contracts and use the Reopen and Release toggle to handle several contracts at once.