The Billing Details card within the contract details page determines how, when, and in what manner a contract is invoiced.
Here you will find, among other things, the billing frequency, advance payment settings, the active billing period and any advance payment amounts.
This configuration affects:
invoice periods
advance payment periods
invoice amounts
estimate of future invoices
when invoicing can be started
The card is therefore essential for both financial management and contract monitoring.
What does the Billing Details card show?
The content varies depending on the contract status.
For active contracts (Signed + Billing Relationship)
The card shows:
Current Invoice Period – current billing period
Invoice Due – countdown to end date (red if past due)
Advance Frequency – monthly, quarterly, semi-annual or no advances
Invoice Frequency – frequency of invoices
Advance Amount – current advance payment amount (editable via dialog, depending on permissions)
Changed On – last change date of advance payment amount
Advance Changed By – who changed the advance amount
Advances – number of advances made compared to required
Next Advance – start date of the next advance period
Estimated Invoice Amount – estimated total amount of the next invoice
In Draft contracts
Advance Frequency (display only)
Invoice Frequency (display only)
Advance Amount (editable if frequency ≠ None)
Invoice Period and estimates only appear after signing and creating a billing relation.
Layout
The Billing Details card is divided into:
Billing frequencies
Invoice Frequency
Determines how often invoices are generated:
Monthly
Quarterly
Semi-annually
Annual
The first billing period is determined by:
FirstInvoiceStartDateTime
FirstInvoiceEndDateTime
Advances
Advance Frequency
Advances are only used for Credit Billing.
Possible values:
None
Monthly
Quarterly
Semi-annually
Important rule:
Advance payment rate must be higher than invoice frequency.
Examples:
Annual invoice → monthly/quarterly/half-yearly advance payment
Quarterly invoice → monthly advance payment
Monthly invoice → no advance payment (None)
Price settings
Advance Amount
Required when AdvanceFrequency ≠ None
Charged per advance payment period
Editable via a dialog
Estimated Invoice Amount
Estimate based on rates, consumption and product configuration
Only visible for active contracts
Product information
Billing uses the price configuration of the time sliced product
Rates are not shown in this map (only in product configuration)
Adjust billing settings
Which fields are editable?
Draft contracts
Payment Terms (for Credit)
Advance Amount (provided Advance Frequency ≠ None)
Signed contracts
Advance Amount (dialogue)
Payment Terms
Invoice and advance frequencies are usually fixed by product/billing configuration.
Change Advance Amount
Through the dialogue you will find:
current advance payment amount
modification date
who made the change
new amount input field
option: “Send confirmation email”
Validation:
amount > 0
not allowed when AdvanceFrequency = None
How does invoicing affect final invoices?
Invoice process
Billing period is created according to Invoice Frequency
Advance periods are created according to Advance Frequency
Invoice amount is calculated based on:
product configuration
consumption data
VAT rates
Invoice will be generated once billing completeness is complete
First billing period
Determined by start dates set at contract creation (FirstInvoiceStartDateTime and FirstInvoiceEndDateTime).
Advances
An advance invoice is generated for each advance payment period
These will later be settled on the final invoice.
Example:
Annual invoice frequency
Monthly advances of €120
→ 12 advances (€1440 total)
Final invoice = actual consumption – €1440
Problem | Solution |
Contract is blocked | Billing paused → unlock first |
No price configuration | Estimate missing → add product or rates |
Contract uses Prepayment billing | No advances, no invoice frequency → different invoicing process |
Billing details missing | Contract is still in Draft → invoicing will only occur after signing |
Advances/Completeness mismatch | Wait for processes to sync or contact support |
Problem | Solution |
“Advance amount cannot be empty” | Set Amount > 0 or Set AdvanceFrequency to None |
“Advance frequency cannot be slower than invoice frequency” | Increase Advance Frequency (monthly → quarterly is wrong) |
“Invoice frequency must match property group configuration” | Align invoice frequency with property group product |
Advance payment amount cannot be changed | Check permissions + contract must not be blocked |
Estimated invoice amount missing | Waiting for billing completeness or rate replenishment |
Current Invoice Period is missing | Contract is Draft / billing relation not yet created |
Payment terms are missing | Only visible with Credit Billing |
Invoices are not generated | Check contract status or blocking |
Can I change the invoice frequency after signing?
Usually not — determined by product/billing configuration.
What happens if I change the advance payment amount?
The change only applies to future advances.
Why don't I see a 'Current Invoice Period'?
This only appears for active contracts with a billing relation.
How is 'Invoice Due' calculated?
Number of days until the end of the current billing period.
Why are estimates missing?
Because rates, consumption or billing completeness is missing.
Can I work without advances?
Yes, set Advance Frequency to None.
What is a “Deviating First Advance Start Date”?
Alternative start date for the first deposit when delivery started in the past.
Does product change affect billing?
Yes, products determine rates, costs and price calculations.
Invoice cycle – period between two invoices
Advance payment – amount invoiced in advance
Billing Completeness – period ready for invoicing
Invoice Frequency – how often invoices are created
Advance Frequency – how often advances are created
Proration – pro-rata adjustment of amounts for sub-periods
Property Group Product – product configuration linked to a property group
Blocked for Billing – contract is temporarily paused for billing
First Invoice Period – first official billing period
Advance Amount – amount of the advance account
Estimated Invoice Amount – expected invoice total