The recommendation is to create separate invoices for Variation order to distinguish them from contract invoices. This allows for tracking revenues on the Variation order level (costs can also be tracked at the Variation order level), making forecasts for Variation order, and avoiding any invoice-related discussions affecting contract invoices.
The basis for both running cost and fixed price Variation order is created in the Variation order module.
The basis for ongoing Variation order is presented in the Variation order module, given that reporting has been done on the Variation order. Afterwards, creating an invoice is simple by selecting the Variation order(s) to include in the invoice and clicking the create invoice icon. Multiple Variation orders can be included in the same invoice if they have the same customer specified in the marked Variation orders.
Make Your Choices
In the dialog box, make your choices, as outlined below.
Period Filter
If the invoice should only include a specific time period, click on the Period Filter option and specify the period.
Tip! Always specify "To," so any additional older entries will always be included, and the risk of losing invoicing is avoided.
Settings
Here you specify what should be included in the invoice, whether mark-up and codes should be hidden. Check the "Contractor VAT" option if the invoice concerns reverse charge, or "No VAT" if the entire invoice is VAT-free. This is also where you can mark the Variation order as completed, etc.
Supplier Invoices
Specify if supplier invoices should be included in the invoice and how they should be presented.
Booked Hours
Specify if hours should be included in the invoice and how they should be presented.
Order Lines
Specify if order lines should be included in the invoice and how they should be presented.
Create the Invoice
When you press "Save," the invoice is generated in the Invoice Module. It can be adjusted manually. In the Invoice Lines tab, you can make any corrections without affecting the reported data. For more details on ongoing invoices, see the article "Invoice running costs projects"
Tip! With the right settings in Next Project, you get the revenue accounted for directly in Variation order when the invoice is locked. Contact Next Support if help is needed to correct underlying settings.