As a rule, the invoicing period of a preliminary invoice is defined already when the preliminary invoice is created by selecting whether it should be generated as a period invoice or up to a selected date. However, you can modify the predefined invoicing period by assigning new start, end, and entry dates using the “Change invoicing period” function.

With the preliminary invoice’s ribbon functions, you can modify the print order of the transactions, expenses, or phases on the invoice. The arrow buttons allow you to move transactions and/or expenses with the same date on the list. Under the Phases tab you can change the order of phases being printed on the invoice specification. If there are transactions without a phase on the invoice, they will be shown in the beginning of the specification without a heading. You can also modify the predefined invoicing period of the preliminary invoice by giving it a new start, end, and entry dates.

 

These changes are no longer possible for a preliminary invoice for which a price adjustment has been made, so you should make all necessary changes first. If you still need to change your print order or invoicing period after making a price adjustment, you'll first have to undo the price adjustment (either concerning the entire preliminary invoice or an individual author, phase, or payer), then edit your print order or invoicing period, and then make the price adjustment again.