You can now close an advance payment period, which means that no more advance payment invoices may be created for a certain period.
Previously, deleting a draft invoice automatically generated a new one. In some situations, this wasn't desirable.
For example, a late bill, a new location where you only want to start advance payments later, or a paused contract.
Thanks to this new functionality, you now have control.
Closing a period will cause it to disappear from the "Missing" billing details and the draft invoices to be approved.
Where can you find this function?
Individual closing
Navigate to Contract → Invoice Overview.
Find the Advance Periods section.
Move your mouse over the period you want to close.
Select Skip advance payment period.
Bulk editing
Go to Dashboard → Not invoiced.
Select multiple periods from the list.
In the action bar, under Advances, select Skip period.
Who can use this?
All users, unless the necessary rights have not been granted.
When can you close a period?
There must not yet be an advance invoice (draft or approved) for this period.
The billing period must be open; closed or manually closed periods cannot be skipped.
If there is already a draft invoice ready, delete it first before skipping the period.
What happens after closing?
The status changes to Skipped (grey).
After this period closes, it will disappear from the “Missing” list and no further advance invoice will be created for it.
No invoice or financial transaction is created.
In lists, the red “Missing” badge for that period will disappear.
In the past, a crossed out month may be displayed for closed periods.
❌ Not possible if a (draft or approved) advance invoice already exists.
❌ Not possible if the Billing Period has already closed.
🚫 Closed periods cannot be reopened.
Status overview of advance payment periods
Color / label | Status name | Meaning & action |
⚪ Gray | Skipped | The period has been manually closed or deleted. No invoice will be generated, and no further action is required. |
🔴 Red | Not approved | A draft advance invoice exists, but it hasn't yet been approved. Action Approve and send the invoice. |
🔵 Blue | Approved, not sent | The invoice has been approved but not yet sent, or there are sending errors. Action: Resend the invoice. |
🟠 Orange | Sent, not paid | The invoice has been sent but not yet fully paid. Action: Wait for payment or initiate debtor follow-up. |
🟢 Green | Paid | The invoice has been paid in full. No further action is required. |
🕓 Grey with clock | Future | The period is in the future. You can create an advance invoice now or close the period manually. |
🔴 Red (crossed out) | Missing | There is no advance invoice for a period in the past. Action: Create or generate the invoice, or close the period if no advance payment is required. |
Typical use cases
Contract change in the middle of the period: advance payment not required for that month.
Migration/Data Correction: Remove unnecessary periods so that billing can proceed correctly.
Startup project: skip the first month so that advances start later.
Will an invoice or credit note be created when I close a period?
No. Skipping an advance payment period does not result in the creation of a new invoice or credit note.
Can I reopen a closed period?
This cannot be done directly within the application.
Does closing a period affect future advance payment periods?
No. Only the selected period is excluded. All future periods remain unchanged and can be processed normally.
The “Close” button is missing:
An invoice already exists for this period.
The invoicing completeness is closed.
The feature is not activated for your organization.
Period remains as “Missing”:
Refresh the billing overview.
Please check that you have closed the correct period.