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The Delta Pre-Invoice Generation feature ensures that your invoicing process is accurate and up-to-date by comparing the latest invoiced amounts with new amounts and creating delta pre-invoice items for any differences. This feature handles various aspects of invoicing, including timesheet activities, flexible payment plans, packages, and invoice contacts, making your invoicing more efficient and reliable.

1. Delta Invoicing

   • When delta invoicing is activated, generating pre-invoices is based on comparing the latest invoiced amounts with the new amounts, which include the changes. When you generate a new pre-invoice, the system will fetch the latest invoiced items and compare them with the new amounts to identify any differences. The system will create delta pre-invoice items for any differences found between the latest invoiced amounts and the new amounts.

2. Assigning Timesheet Activities:

   • The system automatically assigns the latest invoice items to the relevant timesheet activities.

3. Flexible Payment Plans:

   • Pre-invoice items related to flexible payment plans are assigned to their respective plans and recalculated if any campaign item amounts change​​.

   • Flexible payment plan pre-invoice items are merged with normal and/or delta pre-invoice items if their invoice date matches the accounting period.

   • Multiple flexible payment plans can be merged if they belong to the same accounting period.

   • The feature ensures that flexible payment plan invoice items are handled correctly within the Delta Invoicing system. These items will not create technical reversals or delta invoice items. Instead, new flexible payment plans need to be created if the campaign item amount changes to cover the remaining balance. (AD-10938)

   • The flexible payment plan for delta work exactly the same way as that of version 2.170

     The delta preinvoice are assigned to the flexible payment plan and percentage is recalculated if the campaign item amount has changed.

4. Managing Packages:

   • For campaigns involving packages, the system will display the package header and all included components, along with any changes. This ensures that all components are correctly invoiced​​.(Not part of beta will be part of next release)

5. Handling Invoice Contacts:

   • The system creates and updates invoice contacts based on the configured campaign contacts. If any contacts are no longer needed, they will be deleted.

6. Assigning Accounting Periods:

   • The Delta Pre-Invoice Generation process ensures that all pre-invoices have an assigned accounting period. If accounting periods are not yet created when the pre-invoices are generated, the accounting period field will remain empty and will be updated during the next pre-invoice generation once the accounting periods are created.

7. Threshold Feature

   • The threshold feature allows users to define a minimum percentage change in the calculated amounts which triggers the creation of a delta invoice item.

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