Invoicing

1. The payment plans for research projects are stored in the PSP master data by Finance Desk.
2. When the order is released, Accounts Receivable Accounting checks that all PSP master data opened by Finance Desk is correct for billing.
3. When an invoice or tranche becomes due, an e-​mail message is sent to the project manager one month before the invoice date or tranche call (SNF/Innosuisse). The BV, BM or BA must now release the due tranche in the Receivables Management workflow.
4. Once the invoice or tranche has been edited and released, it is posted by Accounts Receivable Accounting (the payment status changes from "open" to "invoiced"). If it is a PSP of the category "with invoicing", an invoice is also sent to the donor.
5. After the payment deadline has expired, the incoming payment is assigned to the invoice posting. The payment status changes from "invoiced" to "paid".

You can find the most frequently asked questions on receivables management in the FAQ Invoicing. Detailed instructions on the workflow can be found in the ETHIS Help.

Other claims such as:

1. sales
2. deliveries
3. services or other invoiced services

require a correctly issued invoice via the ETHIS invoicing tool. Instructions on the ETHIS invoicing tool can be found in the ETHIS Help.