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ManoPlan Tutorial – Progress Invoices & Payment Plan

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Invoice larger jobs in instalments, record retention and track open amounts.

Learning Goal

Protect cash flow on large jobs.

Contents

1

For larger jobs you create a payment plan right in the job: instalments by progress and a final invoice.

2

Each instalment becomes a progress invoice with one click. The status shows what is paid, invoiced or still planned. Retention with a release date can be recorded as well.

3

Progress invoices appear in the invoice list with their own label.

4

Open and partially paid instalments show up in the open items – right up to the final invoice.