Managing Deliverables
Deliverables are automatically created when an invoice is approved and Track Services as Deliverables is enabled for that invoice.
An invoice is approved when:
- it's manually approved by your client
- a payment is made
- you finalize it
Deliverables Created
For eligible invoices, a deliverable is created for each invoice item with a non-negative price. The number of deliverables depends on the type of invoice item:
- Service – The deliverable quantity matches the quantity listed on the invoice.
- Package – The deliverable quantity is calculated by multiplying the invoice item quantity by the quantity of services included in the package.
Key Metrics
- Quantity Purchased: The total number of services purchased/paid for.
- Quantity Used: The number of services that have already been fulfilled.
- Quantity Remaining: The number of services still available to be fulfilled.
Invoice Revision
If you make changes to an invoice item after the invoice has been approved, the related deliverable is automatically updated based on its current status:
|
Condition |
Outcome |
|---|---|
| No Quantity Used | The deliverable record is Deleted. |
| Has Used Quantity, but Invoice Item changed | Recalculated. The purchased/remaining amounts update to match the new invoice data. |
| Has Used Quantity, but Item Removed | Zeroed Out. Purchased and Remaining are set to 0 . This indicates nothing is owed, but preserves the record of what was already used. |
Deleting Deliverables
You can remove deliverable records when they are no longer needed. If the deliverable already has fulfilled quantities, you'll be asked how you want to handle them:
- Transfer To – Move the used quantity to another service on the same invoice. The full quantity already used will be transferred to the selected service.
- Don't Transfer – Remove the deliverable and permanently delete its fulfillment records.