Feature Requests

Currently, the setting “Payment plan is firmly agreed with customers” is automatically activated when a payment plan is set to “freely defined”. As a result, invoices are billed exactly with the planned amount and not depending on the level of performance or the hours worked. However, this is the absolute exception in the vast majority of offices. Therefore, the default setting must be that the payment plan is just a draft of the expected payments, as usual.

In the case of planned payments in the past, it would be good to be able to manually move them into the future or the value of the previous payment to the next planned payment, even with an automatic payment plan.

The summary of the payment plan (both for incoming invoices and for outgoing invoices) should have an improved drilldown, which directly shows the services that have no or outdated periods.

If a draft invoice is created, the previously planned payment is not displayed in the draft invoice, but this would be helpful as advice to Controlling. Furthermore, even after confirmation of the invoice, it is no longer possible to read what amount was set in the payment plan for today. This value should also be saved in the invoice (in the sense of a log and to understand the discrepancy between contract revenue planning and actual performance value growth)