About Contracts invoicing
In this article:
Learn about the Contracts invoicing add-on in Logiqc.
The Contracts invoicing feature is an optional add-on designed to help your organisation manage the raising of invoices related to a contract or service agreement in the Contracts register. When it is enabled, extra financial and invoice scheduling options become available.
Use Contracts invoicing when invoices need to be raised or tracked against a contract, funding agreement, or service agreement.
The add-on keeps invoice actions connected to the contract, so key dates and invoice responsibilities can be managed through Logiqc tasks rather than separate reminders.
Q: Is Contracts invoicing available on every platform?
A: No. It is an optional add-on. If it is not enabled, the invoice scheduling components will not appear in your Contracts register.
Q: Does it replace the contract workflow?
A: No. It adds invoice scheduling and invoice action tasks to the contract record. The contract itself still follows the normal contract workflow.
Q: Who completes invoice actions?
A: Invoice actions can be assigned to users so they can prepare, save, or send invoice details when the scheduled action is due.
What invoicing adds
When Contracts invoicing is enabled, Logiqc adds invoice-related tools to the Contracts register and contract details page.
Extended Financial details: additional fields are available on the Contract details page to support invoice-related contract information.
Invoice action schedule: schedule invoice actions against the contract so the right users are prompted when action is required.
Invoice schedule tab: view and manage scheduled invoice activity from the Contracts register.
Financial details
The Financial details component records the financial information connected to the contract. When invoicing is enabled, this component is extended with invoice-related fields so the contract can support invoice scheduling.
The additional fields identify the provider and service and record the finance references used for invoice requests. These fields are optional; use the values agreed with your finance team.
| Field | What to record |
|---|---|
| Contract financial details | Record key financial information for the contract. |
| Payment schedule | Record anticipated payments over the life of the contract. |
| Provider of contract services | The organisation or person providing the services covered by the contract. |
| Provider number | The reference number used to identify the service provider. |
| Service schedule number | The reference number for the service schedule associated with the contract. |
| Programme name | The name of the programme covered by the contract. |
| Debtor code | The debtor or customer code used by your finance team. |
| Cost centre | The cost centre code used by your finance team for the contract. |
| Account code | The account code used by your finance team for the contract. |
| Invoice area | The invoice area associated with the contract's invoice requests. |
Invoice schedules
Use the Invoice action schedule component on the Contract details page to schedule the points in the contract life cycle when an invoice should be raised. Scheduled actions help ensure invoices are prepared or reviewed at the right time. On each scheduled date, the assigned user will receive an action to create an internal invoice request. This request comprises the information required for an invoice to be raised and is automatically emailed to your finance department.
Once this add-on is enabled, an Invoice schedule tab will appear on the Contracts register, giving users a complete list of all invoice requests and their status.
Invoice actions
Invoice actions are tasks created from the invoice schedule. They can be assigned to users and completed when invoice work is due.
The schedule is set on the contract
Invoice timing and responsibility are recorded against the contract.
An invoice action is assigned
Logiqc creates an invoice action for the user responsible for preparing or progressing the invoice.
The invoice action is completed
The assigned user completes the invoice action and sends it on when it is ready.
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