In Simplicate, it's possible to invoice services with the billing method 'fixed price' in installments. However, it may happen that your installment schedule changes after you've already invoiced one of the installments. Here we explain what to do if you are allowed to invoice less than planned, and what to do if you are allowed to invoice more than planned.
1. Invoicing Less Than Planned
Suppose you planned to invoice €100,000 in five installments, and you have already invoiced four of them. However, the project turns out to be smaller than expected: instead of €100,000, you will invoice €80,000 in total.
This means that the final (not yet invoiced) installment of €20,000 will be cancelled.
The situation in Simplicate looks as follows:
How to proceed
Adjust the price of your fixed-price service to the new total amount (€80,000).
Delete the installment that has not yet been invoiced (or adjust it to reflect the remaining amount).
Check that the total amount matches your fixed price.
If you do not delete the installment, it will reappear under “to be invoiced.”
2. Invoicing More Than Planned
Do you want to invoice a higher amount than originally expected, and have you already invoiced one or more installents? There are two options:
Option 1: Same as when invoicing less
Increase the price of the service.
Add an extra installment to the existing installment plan.
Advice: Log a timeline entry to explain the adjustment.
Option 2: Add a new service
Add a separate service and invoice it independently (optionally in installments).
This way, you keep a clear distinction between the originally sold service and any upsell.
Note: Adjusting a fixed-price service where installments have already been invoiced is only possible if there is a single service in the installment plan. If multiple services are included in one plan, we advise writing off the remaining installments when invoicing less.