The Invoicing Plan export gives you the full picture of planned vs. actual invoicing across your projects - how much was planned to be invoiced (split into Work, Production, and Media), how much has actually been invoiced, whether it's been paid, and what state each invoice line is in. It's the export version of the Invoicing Plan Dashboard.
Where to find Invoicing Plan Export
Finance → Invoicing Plan → Export
What is in Invoicing Plan Export?
Project information
Legal entity – The legal entity the project is billed under.
Client
Brand
Brand Code
Project Manager
Project – Project name.
Project Code
Project Stage – The project's current phase (e.g. Pending, Active, Lost).
Project category
Team
Dates
Date of supply – The taxable period or delivery date of the work/service. For automated plans, this is pulled from the plan; for manual plans without an explicit supply date, it defaults to the issue date.
Supply month – The month derived from the date of supply.
Issue date – The date the invoice is or will be issued.
Due date – The payment deadline.
Planned amounts
Our work - planned amount (in workspace currency) – Planned invoicing amount for Work, based on the project's invoicing plan.
Production - planned amount (in workspace currency) – Planned invoicing amount for Production.
Media - planned amount (in workspace currency) – Planned invoicing amount for Media.
Total - planned amount (in workspace currency) – Sum of the planned amounts across Work, Production, and Media.
Invoicing status
Invoice status – The current state of the invoice line, e.g. Created (auto-issued from an automated plan), Pending (future issue date), Draft (auto-generated draft awaiting review), Manually created, Failed, or Deleted.
Invoice No – The invoice number, once the invoice has been created.
Invoiced amounts
Our work - invoiced amount (in workspace currency) – Actual invoiced amount for Work.
Production - invoiced amount (in workspace currency) – Actual invoiced amount for Production.
Media - invoiced amount (in workspace currency) – Actual invoiced amount for Media.
Total - invoiced amount (in workspace currency) – Sum of the actual invoiced amounts.
Prepayment (in workspace currency) – The amount related to a prepayment (credit) invoice or credit draw on this line.
Payment
Payment status – Paid, Partially Paid, or Unpaid.
Paid amount (in workspace currency) – The amount actually received so far.
Paid At – The date the payment was received.
Document classification
Document type – The type of document this row represents: Planned (issue date is in the future, invoice not yet created), Outgoing invoice (already issued), Proforma, or Prepayment. If a value you need isn't obvious from the export alone, you can cross-check the available options by opening the Type filter on the Invoicing Plan Dashboard in Allfred.
Billing plan type – Whether this line comes from an Automated or Manual invoicing plan, or None if the invoice exists without any plan behind it.