🔓 Required permissions:
Team: View invoices and Manage invoices
Project: View invoices and Manage invoices, View and manage fees, Manage progress, Manage schedules
Here are the steps to manage an advance payment and its reimbursement on a project:
Create 2 amendments in the project: one positive amendment for the amount of the advance payment, and one negative amendment for the same amount as a negative value.
Invoice the positive amendment by selecting it from Invoice > Items.
⚠️ Make sure to leave the negative amendment unchecked.
Schedule the billing of the negative amendment as custom or dynamic custom so you can add the monthly amounts to the schedule that will be reimbursed progressively over time.
Invoice the negative amendment from Invoices > Items to indicate the reimbursement to your client.
