On the Invoices page, click the add unbilled A/R (accrual) transaction button highlighted below.


Fill out the form that comes up.  


Prerequisites: the currency should be set up in your accounting system, and at least one transaction in that currency should exist.


In the example below, the form has been filled out to reflect a contract with a future billing where the future invoice amount and date are likely to change. In this scenario, we recommend setting the future invoice line to an Accrued Revenue account (current asset account instead of to a Revenue account - see later example below for revenue account setting) when it is raised. 


The left Billing side amount in below is set to zero when the future invoice line account will be an Accrued Revenue (current asset) account. The date on this left side can be the day of transaction creation.



The right Recognize side is used to create the revenue recognition schedule needed, and can be used to recognize amounts ahead of the future invoice date as is shown above, or anytime as required.  Use + to add more months and fill in the amount to recognize and the date to recognize on each line.

Use "Add Line" to add multiple lines if the invoice is to have multiple lines. Alternately, the "Add Line" can be used to create multiple lines to capture multiple future invoice data.


When done, click Validate to validate the data entry and save. This unbilled A/R transaction and its schedule will be saved as is shown below. The unbilled A/R line is shown to Accrued Revenue to reflect the future invoice setting.


in the above view, click the "Wrench" icon to edit the schedule for that line.


Alternately, in the example below, the form has been filled out to reflect a contract with future billing where the future invoice line is to a Revenue account. This setting works best where the future invoice amount and invoice date are well set and are unlikely to change (however, even in this case more flexiblity can be gained if the future invoice line account can be changed from Revenue to Accrued Revenue if possible). 

Here  $1500 (net of sales tax) is to be invoiced on Oct 14, 2018, which is to be recognized starting prior to the invoice date and over the duration July 2018 - Sep 2018.  



When the Amount is set to the expected future invoice (non-zero) amount, the Debit on this left Billing side will be offset by the Credit to the same Revenue account from the future invoice when it is raised.  


This unbilled A/R transaction and its schedule will be saved as is shown below. The unbilled A/R line is shown to Revenue (Design Income account) to reflect the future invoice setting.



The saved unbilled A/R transactions will be listed on the Invoices page and accessed from it thereafter.