Set advance amounts as a percentage of each estimated invoice, with a clear billing-line breakdown for every period.

With percentage-based advances, you can vary your advance amount per period by choosing a percentage of your estimated invoice. Instead of sending one combined advance amount, every advance invoice keeps the same billing-line breakdown as the estimated invoice, with a breakdown by unit price.

This gives you a clearer and more accurate way to bill customers throughout the year, especially when charges such as consumption, subscription, and fixed costs must remain visible separately.

Percentage based advances consist of 5 parts:

Set default percentage schedules via Configuration ⚙️ ➡️ Billing ➡️ Preferences ➡️ Advances and select the option "Based on estimated invoice". Defaults are available per advance frequency and can be distributed evenly or adjusted per period. The "Reset values" button will distribute the values evenly.

⚠️ Default percentages apply to new percentage-based contracts. Changing the defaults does not update advances that were already generated.

When creating a contract, select "Percentage" as the advance calculation type.

The percentage schedule is prefilled from the billing preferences. Enter one percentage for each advance period. The number of percentages must match the number of advance periods, and their total cannot exceed 100%.

For example, a yearly invoice with four quarterly advances can use:

⚠️ The Percentage option is only available when the contract has an advance frequency.

The percentages are based on the estimated invoice which uses the consumption group. This is configurable during the move in process.

If you want to update the consumption group for a contract you can do this via the Import screen by only uploading a file with contract rows. More info about importing data

After the contract is created, you can view and update the percentages on the contract detail page.

⚠️ Unlike fixed advance amounts, the system does not recalculate the affected draft advances or the estimated invoice when percentages are changed.

When percentage-based advances are enabled, the template editor can preview fixed or percentage-based advances for advance, invoice, and end-note templates.

The calculation shows the billing-line quantity, the percentage for the advance period, and the unit price or applicable formula. This makes the percentage calculation visible for every line instead of applying it only to a combined total.

Unlike contracts with a "distributed evenly" advance calculation, the estimated invoice is not recalculated automatically for percentage-based advances.

For percentage-based advances, the estimated invoice is calculated at two moments:

This ensures the expected amount is charged on each advance as agreed at contract creation.

Do the percentages have to add up to 100%?
The number of percentages must match the number of advance periods and their total cannot exceed 100%.

When is the estimated invoice calculated?
When the contract is created (as the basis for advance percentages) and when you manually change the estimated annual volume of a service.

How do I update the consumption group of a contract?
Go to the Import screen (via Jobs), by only uploading a file with contract rows. More info about importing data

Does changing the default percentages update existing advances?
No. Default percentages apply to new percentage-based contracts. Changing the defaults does not update advances that were already generated.