It may be useful within your business process to see a list of the "Sales Invoices" or "Posted Sales Invoices" that have been made by using "Payment Plans".
This is easily done through the search menu, either searching for Payment Plan Invoices or Posted Payment Plan Invoices.
Each will open up the standard list view of the "Sales Invoices" or "Posted Sales Invoices" so the list will look no different than usual, except for the fact these will only display invoices created from "Payment Plans".
A way of checking this is by using the Page Inspection (accessed by pressing Ctrl, Alt and F1 on your keyboard at the same time). Searching for the keyword "Payment" you'll see the fields on the page related to the Clever Payment Plan app. Here, you can see detail surrounding the line on the list page you have selected such as the associated Payment Plan No or the Payment Plan Template Code used to generate the plan.
This gives you an additional way of reporting on invoices solely created using the Clever Payment Plan app as well as pulling out vital "Payment Plan" information against the invoices where required.
Additionally, from the Payment Plan itself, you can select the Print Sales Payment Plan button in the ribbon. This opens up a report that gives an overview of the Payment Plan along with the staged invoices which can be sent to the customer for confirmation prior to the Sales Order being processed.
Where Payment Terms is left blank on the Template or Payment Plan, the report will populate this from the "Customer card". All the invoices from your Payment Plan are shown along with each individual value (Including VAT) and the Total Order Value (also Inc VAT).
Reviewing invoiced, paid and outstanding values
The "Payment Plans" screen includes several value columns that make it easy to review and reconcile your payment plans at a glance, for example against the balance sheet prepayment or creditor figure. As these are numeric columns, they can be totalled across multiple plans using Analysis mode.
| Invoiced Amount | The total value (including VAT) of the Posted Sales Invoices related to the payment plan. This is the same figure shown in the Payment Plan factbox and is displayed by default, next to the Sales Order Amount Incl. VAT column. |
| Total Paid | The total value of the payment plan lines that have been invoiced and paid, meaning the related customer ledger entry has been settled. An invoice that has been posted but not yet paid is not included here. |
| Total Outstanding | The value still to be collected, calculated as the Payment Plan Amount less the Total Paid. |
The Invoiced Amount column is shown by default. The Total Paid and Total Outstanding columns are hidden by default, so to display them use Personalise (or Choose Columns) on the "Payment Plans" screen and add them to the list.
Note: credit memo lines are excluded from these figures, consistent with the Payment Plan Amount shown in the factbox.