---
title: Deferred Revenue - How to Create via Add Invoice
description: This method is used where you have created a Production Invoice that has resulted in revenue being recognised, and you wish to defer some or all of the revenue recognised on that invoice.
---

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November 3, 2026

# Deferred Revenue - How to Create via Add Invoice

## This guide explains how to defer revenue from a production invoice.

### **Step by Step Guide:**

1\. If you choose this method you must select the Job No. the transaction relates to.

2\. Navigate to **Accounting \> Revenue Tools \> Deferred Revenue**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/c5cbc2fa-2d07-40f6-90ce-58a3847ab8f1/user_cropped_screenshot_48680a7d914d4aae962746b2938ee2e9_text_export.jpeg)

3\. Click **New Deferred Revenue**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/7676e241-0090-427b-85c8-beb158ff3354/user_cropped_screenshot_d892526a205546c391f36e81212f12b7_text_export.jpeg)

4\. Enter or select the **Job No** from the drop down menu

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/31a9fbef-343f-45aa-84f8-2e5302ef7362/user_cropped_screenshot_9f3051b18e7f47b08b6e0fd911d25262_text_export.jpeg)

5\. The **Office** of the Job will automatically populate

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/0bff76e9-0c41-469c-a32d-9e5a5d2282df/user_cropped_screenshot_6c0bb36a044b49b7b8d4b95be16d611e_text_export.jpeg)

6\. The date of the Revenue Deferral will default to today's date, which you can change if necessary

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/80489c60-fc4d-497a-a16d-bcc6b17953dc/user_cropped_screenshot_0e8471257ff2405f9d5b25ff7847d4e7_text_export.jpeg)

7\. If required, you can change the Accounting Year and or Accounting Month

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/4f0f01a3-4763-4bcb-8ef1-6b9e25217db5/user_cropped_screenshot_d7c9a2b701314b5b925e6a81f9260cfd_text_export.jpeg)

8\. Click **Next**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/aa491293-584c-4ffe-b0d8-a60c5a132b29/user_cropped_screenshot_ea385e7e397d40b59eca6aa3df70b32f_text_export.jpeg)

9\. This will display a list of the approved **Invoices** for this **Job No.**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/d42b5af5-d9fc-4247-a532-0e80f059b9a6/user_cropped_screenshot_81294869a5d1493cbf35d9bbef5e1aff_text_export.jpeg)

10\. By default the **Percentage of each line to Defer %** field will display 100%.

If you know you want to defer less than 100% of the total invoice you can enter the percentage here. NB you don't need to do this at this stage as you can change the specific amounts in the following screen.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/549d52a8-cdfd-490c-86c8-abb4ff8c28e5/user_cropped_screenshot_43d606962fbf42c682100937c50a1034_text_export.jpeg)

11\. Check the box to the left of the **Invoice No.** you want to defer the revenue from

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/f57ec8fb-511f-4ee7-bdf0-e2a5b9cd3d75/user_cropped_screenshot_8abe80fe723648709ae8b3de22bc5861_text_export.jpeg)

12\. Click **Next**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/321964ce-710b-4146-a054-22ee83e0cc79/ascreenshot_d7e43475d29a44909a5e650e1dc7e11f_text_export.jpeg)

13\. This page lists the source transactions from the selected invoice, and displays the amounts to be deferred.

Edit any amounts that you wish to change, for example, you may wish to alter the amount of revenue to be deferred so that it is different to the amount of revenue recognized on the selected invoice.

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/ae2b7d02-31eb-4da5-a8ca-a6b9b3001a61/user_cropped_screenshot_9a24091bb3cb42db8bc2ffe7963f9f70_text_export.jpeg)

14\. If there are revenue lines from the source invoice that you don’t wish to defer, place a check/tick next to that line(s) and click **DELETE LINE**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/a300760c-9deb-45d0-b2cf-2da905da81e8/user_cropped_screenshot_f5bf408bb0e946fdbb7c8de347dd6841_text_export.jpeg)

15\. Once you have confirmed that the amount of revenue to be deferred is correct, click the **SAVE & CLOSE** button – you will be returned to the Deferred Revenue browse page

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/3edcaf19-8a13-45b7-a074-7f5b2b306330/user_cropped_screenshot_515ffee9963e42a281edd24bb9084b09_text_export.jpeg)

16\. If you know when you want to release the Revenue Deferral you can set up automatic entries by clicking on the hyperlink **Release Schedule**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/37ceebf7-bf0c-4540-ac52-5abcdcacfba1/user_cropped_screenshot_ec414145c4d340a8b12c2d6cd334e490_text_export.jpeg)

17\. Enter the **Scheduled Release Date/s** and the **Release Percentages**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/3c94031b-bb56-478a-8d05-47212c8a6bf0/user_cropped_screenshot_d1fc2d819f2b4af3b1349f69711c80ec_text_export.jpeg)

18\. Click **Save and Close**

![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-12-18/917bd2e2-1940-4b7f-93ed-de729a8a3f64/user_cropped_screenshot_11180cb015cf4d2abd1d57e0b20c7485_text_export.jpeg)

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