Add a project with instalment invoicing

In a project you have to select the Instalment invoices check box allow for instalment invoicing.

Note: 

You can only deselect the Instalment invoices check box if no invoiced instalments are present for the project in the Instalments table. In that case, Profit automatically deletes the present instalments and empties the agreed price fields in the project.

To add a project with instalment invoicing:

1. Go to:
   • Projects / Project / Project
   • Projects / Project / Project group
   • CRM /Organisation/person / Sales contact, Projects tab.
2. Click on: New.
3. Complete the fields in the usual way. Click here for the general description of how to create a project.
4. Select a sales contact (if you do not, you will not be able to add instalments later on).
5. Click on: Next, until you see the Invoice window.
6. Select the Charge check box.

   If this check box is selected, Profit will by default charge the actual costing lines that you enter on the project to the client.

7. Select the Instalment invoices check box. You can only select this check box if you have selected the Charge check box.
8. Complete the wizard.