How to use the Forward Looking Invoicing report

The Forward-Looking Invoicing report in VOGSY provides a projected view of your company's upcoming invoicing activity. It shows the total amount expected to be invoiced for each of the next twelve months, beginning with the current month.

How Invoice Projections Are Calculated:

For Time & Material invoicing:

• The number of planned hours is multiplied by the sales rate of the activity.

• The resulting activity totals are summed to generate the monthly invoice projection.

For Fixed-price invoicing:

• Calculations are based on the invoice schedule, and

• Only the billing periods that fall in future months.

• Project

  The name of the project associated with the projected invoice.

• Project number

  The unique identifier for the project.

• Project status

  The current status of the project.

• Deliverable

  The name of the deliverable that is scheduled for invoicing.

• Project manager(s)

  The project manager(s) responsible for managing the project.

• Customer

  The name of the customer for whom the project is being delivered.

• Department

  The name of the department responsible for the project.

• Start date

  The start date of the deliverable.

• Finish date

  The end date of the deliverable.

• Invoicing method

  The method used to bill the customer: fixed-price, time & materials, or subscription.

• Revenue type

  The category of revenue associated with the deliverable.

• Order value

  The order value of the deliverable. This is useful for comparison against the invoiced amount and projected future invoicing.

• Amount invoiced

  The amount that has already been invoiced to the customer for the project.

• Future months

  Breakdown of the projected invoice amounts per month for the upcoming months.

• Labels customer

  The labels associated with the customer.

• Labels project

  The labels associated with the project.