Axel Martel, Cloud Kicks' sales assistant, has generated an initial billing schedule and would like to change his schedule model. Invoices will have to be regenerated to match the new breakdown by milestone.
Axel has just generated a 50/50 billing schedule from a Close Won Opportunity. On checking his invoices, Axel realizes that he has used the wrong schedule, and must apply the 20/30/50 schedule.
No problem! Here's how it works.
Axel makes sure that all invoices are in draft status.
From the Opportunity, Axel clicks on the button "Billing milestones".
Select the schedule model that suits your needs
Modify dates if necessary, and enter invoice subtypes
Click on Confirm
Axel notes that 3 new invoices have replaced the previous ones. The LWC component displays the new distribution:
Important : This procedure is only possible when the invoices in the schedule are draft.
If an invoice is in "Issued" status, please refer to the following procedure > Schedules - Modify a billing schedule.
Note : Not using Opportunities? You can follow exactly the same procedure from a Quotation.