Overview

Note
This article only applies if you have Default Schedule of Values to % vs. Dollars is selected in Administration > Configuration > Application.

Fixed price open billing opportunities need a Schedule of Values set up on the estimate to bill properly. Aspire initially creates a Schedule of Values that ties payments to each service. Later, when you create the invoice from the Invoicing Assistant, Aspire will require you to specify a percentage to bill.

If you want to invoice a service by dollar amount instead of a percentage, you need to update the Schedule of Values on the estimate for the opportunity.

Things to know

You can change the Schedule of Values after the opportunity is ready to invoice.
You can also update the Schedule of Values earlier while the opportunity is in the bidding stage.
Only the services where you switch the Quantity and Unit Price values use dollar-entry behavior during invoicing.
Lines that still use a quantity of 1 continue to behave as percentage-based lines during invoicing.

Requirements

The opportunity must use the fixed price open billing invoice type.
The estimate must include a Schedule of Values.
Default Schedule of Values to % vs. Dollars must be selected in Administration > Configuration > Application.

Steps

Use these steps to update the Schedule of Values on invoice a specific dollar amount.

Edit the Schedule of Values on the Estimate

You can edit the Schedule of Values on the estimate during the bidding process or after the opportunity is ready to invoice.

Go to the work order opportunity.
Select Estimate.
Open the action menu.
Select Edit Schedule of Values.
Update the Quantity and Unit Price values to reflect dollar amounts.
1. In this example, the unit price of $15,151,07 would be moved to the Quantity field. The Quantity field would be moved to the Unit Price field.
Select Save.

Create the invoice after editing the Schedule of Values

When invoicing, depending on how each Schedule of Values line is set up for the opportunity, you will either enter the percentage to bill or enter the quantity equivalent to the amount you want to bill.

Go to Invoicing > Invoicing Assistant.
Find the fixed price open billing invoice and select the invoice.
On the invoice, select New, then Add Invoice.
On the Schedule of Values screen, enter the quantity that matches the amount you want to charge in the Amount This Invoice field. This applies only to the services where you switched the Quantity and Unit Price values.
1. For example, if you wanted to bill $6,000 of the estimated Hardscape install (first line), you would put 6,000 in the Amount This Invoice field.
  Note
  For the irrigation and plant install, lines 2 and 3 are still considered percentage amounts since the Quantity is 1 and the Unit Price is the total dollar value of that service. In the Amount This Invoice field, enter the decimal version of the percentage you want to bill (25% = .25).
Select Save.
1. In the confirmation window, review the date and total amount. If the values are correct, select Save again to create an invoice batch to send to the customer.

Troubleshooting

If the invoice line still behaves like a percentage-based line, confirm that you switched the Quantity and Unit Price values on the estimate for that service.