--- title: "Invoice plan" slug: "offres-plan-de-facturation" updated: 2025-10-09T11:00:07Z published: 2026-01-07T10:04:01Z canonical: "help.frisbii.com/offres-plan-de-facturation" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoice plan José, Cloud Kicks sales director asks Candace and Axel how the salespeople can check whether Axel has invoiced the entire quotation, in the case of detailed invoices or partial credit notes. Linda shows them how the invoice plan works on the quotation object. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/b44d2a37-5b2e-4492-8486-157bf8724509?sv=2026-02-06&spr=https&st=2026-10-28T00%3A17%3A26Z&se=2026-10-28T01%3A17%3A26Z&sr=c&sp=r&sig=k5pXkDzG1sIl16wrNwpkYtgWyjvLAsGr5xDr%2BL4GY4M%3D) She explains that the same plan can be found in the opportunity object. José would like to understand all the use cases. ## Definition The invoice plan is a page layout section of the quotation object. This view allows you to see the percentage of the quotation amount that is already invoiced. This implies that there are one or more invoices created from the quotation. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-1ADRDAGX.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A17%3A26Z&se=2026-10-28T01%3A17%3A26Z&sr=c&sp=r&sig=k5pXkDzG1sIl16wrNwpkYtgWyjvLAsGr5xDr%2BL4GY4M%3D) The bar displayed in the invoice plan field and the fields that are part of this section adapt according to the creation of the invoices/credits linked to the quotation. An explanation of these fields is given in the article [Quotations - Field dictionary](/frisbii-app/docs/en/offres-dictionnaire-des-champs). Let's look at the different use cases in detail. ## Use cases At Cloud Kicks, there are two scenarios that require invoice plan control: ### Detailed Invoices Depending on the terms negotiated with the client, Axel sometimes issues detailed invoices. To keep track of the amount already invoiced, she would like to use the invoice plan. ### Different credit note types Sometimes Axel gives discounts to a customer, has to refund a customer who received a damaged package (which is of course very rare at Cloud Kicks!) or cancels an invoice issued in error. The invoice plan allows you to track the status of your billing. ## Explication of the fields In order to show the different cases, let's imagine that the amount before tax of our quotation is 1000,00€.
Invoice % invoiced Credit Note Credit Note type Invoice Plan Left to be
Invoiced		 Invoiced
Amount		 Invoiced
ex VAT
(Projected)		 Invoiced
ex VAT
(Issued)
none ./. none ./. 0% (red) 1000€ 0,00€ 0,00€ 0,00€
1/ draft 100% none ./. 100 % (green) 0,00€ 1000€ 1000€ 0,00€
1/ issued 100% none ./. 100 % (green) 0,00€ 1000€ 0,00€ 1000€
1/ draft 30% none ./. 30%
(green/ red)		 700,00€ 300,00€ 300,00€ 0,00€
1/ issued 30% none ./. 30%
(green/ red)		 700,00€ 300,00€ 0,00€ 300,00€

1/ issued

 100% 1/ draft Cancellation
100%		 0% (red) 1000€ 0,00€ - 1000€ 1000€
1/ issued 100% 1/ issued Cancellation
100%		 0% (red) 1000€ 0,00€ 0,00€ 0,00€
1/ issued 100% 1/ draft Refund
25%		 75%
(green/ red)		 250,00€ 750,00€ -250,00€ 1000,00€
1/ issued 100% 1/ issued
Refund
25%
75%
(green/ red)
 250,00€ 750,00€ 0,00€ 750,00€
Note: The behavior of the invoice plan display does not change depending on the type of credit note. What is important is the amount of the credit note and therefore the percentage of the amount excluding VAT of the quotation that it represents. ## Anomaly diagnosis There are two factors that can trigger display anomalies: the browser cache or a validation rule that prevents the Apex trigger from refreshing the display. Here's how to work around these problems. ### a) Browser cache problem If you have created an invoice, issued a credit note, or done some other action of this kind, and the invoice plan display does not adjust immediately, you can : - Simply refresh the page If this does not solve the problem, you could : If this is not the case : - You can check the action you have done before (e.g. is there an invoice/credit note related to the quotation?). - Or delete the cache of your browser (by paying attention not to delete all your registered passwords or whatever your browser preferences are). ### b) Incorrect validation rule Please check your [validation rules](https://help.salesforce.com/articleView?id=sf.fields_defining_field_validation_rules.htm&type=5) set up on the quotation and opportunity objects (according to the object you experience the display issues with). If the quotation or opportunity record does not meet the validation rule, the invoice plan trigger will not run and the invoice plan will be incorrect. If the invoice plan still shows the old values after your modification, you can open the related invoice, delete the value of the lookup field Opportunity / Quotation, save the invoice and fill in the value for the lookup field again. This modification runs again the Apex trigger that calculates the invoice plan.