You can add, remove or change the invoice lines, but the total sum must always equal the invoice plan amount.
- Access the invoice plan either on header or phase level. (See Add an invoice plan to a project header or Add an invoice plan to a project phase).
- On Project invoice plan maintenance, Order or Project phase inv plan maintenance, Order you can maintain the invoice plan in the following way:
- Click Add to add a new line to the invoice plan.
- Select a line and click Delete to remove the line from the invoice plan.
- Change the date, amount or percentage of an existing invoice plan line.
- Select a line and click Text to enter free text to be printed on the invoice.
Note: The total sum of the invoice lines must be 100%, or equal to the invoice plan amount. For this reason, if you delete or add a line you must change the amounts for the remaining lines, or add/delete more lines, so that the total sum is correct.
Exit the routine.