How to update the payment calendar for a design – Winner Flex

You can update the payment calendar for a design in the Invoices and payments window. From version 12.5a2 this window can also be accessed when printing the sales contract. You can add due dates for various types of payments and edit them. This is helpful if you have already generated one or more invoices, but further changes to the plan mean a new invoice must be issued.

For more information on the invoices and payments window, see Invoices and payments.

At Project level:

Click the Open icon:
In the Project List window, select the desired project and click Open.
Under the Space tab, located on the left of the screen, right-click the desired design and select Invoices and payments.

OR
From version 12.5a2 when printing the Sales contract, click the more options icon to open the payment calendar.
Note: if the quotation status is Sent, this option will be disabled

Add a payment line

In the Payment calendar section:

Click New line.
Note: If the current value of payment lines is less than 100%, the remainder will be automatically assigned to the new line.
Click the Type of payment drop-down menu and select the desired payment type.
Left-click the Due date field for a payment line to select it.
Note: The payment line must show a number greater than 0 in the Amount field.
Right-click the Due date field and a calendar will open.
Note: This is dependent on the Type of payment field.
In the calendar, select the desired due date and double-click the day.
Note: Click the > arrow icon to navigate to the next month.
The calendar will close and the selected date will be visible in the Due date field in dd/mm/yyyy format.
Click Close when completed.

Delete a payment line

In the Payment calendar users are able to delete payment lines. However, the process is different depending on whether a payment line has an associated invoice that has been generated for it or not.

To delete a payment line without an associated invoice:

In the Payment calendar section,

Left-click to select the desired payment line.
Click Delete line.

To delete a payment line with an associated invoice you have to delete the invoice first
Note: It is illegal in some countries to delete invoices, so we would recommended issuing a credit note see article How to create a credit note

In the Payment calendar section,

Left-click to select the desired payment line.
Note: If an invoice has been sent for the selected line, the corresponding invoice will be selected in the Invoices and Credits notes section.
Click the Invoice drop-down menu and select Delete.
You are now able to click Delete line in the payment calendar.

Edit a payment line

NOTE! To enable editing of a payment line with an associated invoice, that invoice must first be deleted.
It is illegal in some countries to delete invoices, so we would recommended issuing a credit note see article How to create a credit note

In the Payment calendar section, users can:

Change the Type of payment:
1. Click the Type of payment drop-down menu and select the desired payment type.
Change the Due date:
1. Left-click the Due date field for a payment line to select it.
  Note: The payment line must show a number greater than 0 in the Amount field.
2. Right-click the Due date field and a calendar will open.
  Note: A payment line with Invoice due date in the Type of payment field is not selectable.
3. In the calendar, select the desired due date and double-click the day.
  Note: Click the > arrow icon to navigate to the next month.
4. The calendar will close and the selected date will be visible in the Due date field in dd/mm/yyyy format.
Change the percentage and or Amount.
Create new lines and or delete lines.

Related articles

Invoices and payments