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The New 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.

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  • None - This creation type is the same as the related invoice. Nothing will change when it comes to displaying this item

  • Flexible Payment Plan - Invoice items created based on the Flexible Payment Plan

  • Technical Reversal -This is the negative clone of the previous version

  • Delta Adjustment - This is a new version of the Invoice item after the change. This item would display the new Delta fields

  • Cancelation - This is a new version of the Invoice item after the cancelation.

(lightbulb) The Cancelation creation type is a new picklist value on this field. It should be added to the Invoice item object after installation

The following new fields for delta invoicing are created which will calculate the outstanding amount based on changes done for Campaigns and what was already invoiced.

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