In projo, the preparation of a partial final invoice (TSR) apparently requires a contract division at the moment and then final invoicing for the assigned part of the contract. This can lead to difficulties (if I have not done this incorrectly so far) in assigning advance payments already received to the various contracts. I suggest that the option of partial final invoicing be integrated into continuous invoicing instead. For certain services/service phases/service groups, which are provided in total 100%, can be marked as “partial calculation” in the contract structure. When creating an invoice, it should be possible to create a “partial bill” from this without the need for a technical division of the contract (for security withholding with TSR, see my other feature request from today). When preparing the TSR, it should also be possible to select which of the advance payments already received will be credited against the TSR — and an advance payment should also be able to be distributed.
Background and example:
The current public sector contracts for LP 1-9 provide for the option of submitting partial final invoices (TSR) in accordance with LP 4 and LP 8 (or after handing over the building). At the moment when the requirements for preparing a TSR are met, further services have usually already been started and advance invoices have been issued for them. For example, when LP 4 is completed, i.e. the building permit has been issued, LP 5 is often already in full swing and advance invoices have already been paid on it. The same may apply to self-completed supplementary services, which may be calculated individually in part. In these cases, it may be necessary to distribute deductions that have already been paid among the accounting flows. A simple example: An architect receives 50,000 EUR for LP 1-4 and 60,000 EUR for LP 5. With a first advance invoice, he settled 90% LP 1-4 and 20% LP 5 as the benefit level, i.e. received an AZ of 57,000 EUR (45,000 + 12,000). After receiving the building permit, he would like to partially calculate LP 1-4 with the total fee of 50,000 EUR. The advance payment, which was higher, must therefore be distributed, usefully, e.g. in such a way that 50,000 EUR is deducted for the partially calculated benefits, so that the TSR itself = 0.00 EUR, and the remaining payment of 7,000 is offset against future advance invoices for LP 5 ff. This does not seem possible in Projo at the moment or is only possible with “detours”. A division of contracts in projo also does not correspond to the actual circumstances, because the contract with the AG is not actually shared by TSR.
In addition, it would be a “nice-to-have” feature if further advance invoices refer to the services that have already been calculated in part. For example, by greying out the partially calculated benefits or presenting them in italics with the explanatory text: “with Rg. No. XXXX partial final calculation” or with a presentation in an additional attachment “Partially calculated benefits” or similar, so that the billing of a contract remains comprehensible even after several project years and possibly changing employees on both sides.
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