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Updates on Fixed-Price Project Invoicing
Direct Invoicing from Invoicing Plan Positions
The dropdown on the right of the Invoicing Plan with the "Invoice" action is removed (1) – now, due positions can be invoiced directly under "Billable Positions" (2). This allows positions from the invoicing plan (e.g., packages) to be invoiced together with additional services in one go. Also applicable for collective invoices at the client level.
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If, for example, the final invoice is created by another method (e.g., proposal is invoiced and advance invoice deducted), simply check off the position in the invoicing plan (checkbox).
Additionally, the option remains available to add individual positions to the invoice later.
Edit Invoicing Plan
The invoicing plan can now be adjusted via the blue link (3) – alternatively, it can be accessed directly from the project list on the right via the dropdown.
(English image not yet available)If, for example, the final invoice is created by another method (e.g., proposal is invoiced and advance invoice deducted), simply check off the position in the invoicing plan (checkbox).
Additionally, the option remains available to add individual positions to the invoice later.
Edit Invoicing Plan
The invoicing plan can now be adjusted via the blue link (3) – alternatively, it can be accessed directly from the project list on the right via the dropdown.
Notification for Due Invoicing
In the profile, you can choose whether MOCO should notify you of due invoicing (the info always goes to the person responsible for the project).
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