13. Scheduling Invoices

This lesson explains how to schedule a forecast or billing schedule of project invoices.

Step 1: Go to the Invoicing page of your Project. The Fee Summary area details the Sale Value and Variations which combine to give the Total amount you need to schedule.

NOTE: Variations will be zero when a project is first won and need to be factored into invoicing as and when they occur.

Step 2: In the Invoice Schedule area you structure the invoicing profile of the project, telling CMAP:

1. A description of the invoice, e.g. 'Fees for May', '50% upfront', 'Initial fee', etc.
2. The amount to be invoiced
3. The month and year you wish to bill the invoice

NOTE: If you have weekly invoicing switched on, also select the week in Point 3.

Once the Invoice Total matches the Total in the Fee Summary, the text turns from red to black to signal the full value is accounted for. This will then also update the Invoices Scheduled traffic light on the Live Project Status dashboard from red to green.

NOTE: If extra fees are agreed as Variations, the Invoices Scheduled traffic on the Live Project Status dashboard light will turn red to prompt the variation amount to be factored into the Invoice Schedule. Once the Invoice Total matches the Total in the Fee Summary the traffic light will turn green.