The invoice calculation matrix functionality is enabled automatically when the respective Modules & Functions for Fixed Invoicing and Service Packages are enabled.

There is also an additional setting called Invoice Calculation Matrix Profiles that restricts access to assigning a specific matrix profile to a customer record.

Once enabled, the Invoice Calculation Matrix Profiles Module & Function can be enabled or disabled at the user and profile levels; again, this is through the support team.

Once the Module & Functions have been enabled, the invoice calculation matrix feature can be configured.

To configure the invoice calculation matrix, follow these steps.

On the Calculation Matrix screen, there are several options to choose from that apply to Daily, Weekly, Monthly, and Annual calculations.

The available options within each calculation drop-down are as follows:

The Weeks per Year field allows the number of weeks per year to be overridden based on the required calculation. This field is shared across all tabs and is referenced in the / Weeks per Year Override options for the Weekly Calculation on the Monthly and Annually tabs.

If no value is entered in the Weeks per year field, the default value of 52.143 weeks are used.

The Weeks per Year field has validation, which means the value entered cannot be less than 52 or greater than 53.