Creating a partial invoice

If you want to create a partial invoice, you firstly need to create an estimate. Once the estimate has been created, you can view it, click on the “More” button, and select “Create invoice”.


The window above will pop up, where you can select “Partial invoice” and define a fixed amount or a percentage. Once you have created the partial invoice, further partial invoices from the same estimate will be created with the same settings.

In the “Offers” overview you’ll see that the invoice has been partially charged.

Creating a final invoice

You can create a final invoice based on the original estimate. Just click on “More” when you view the estimate and select “Create invoice”. Here you’ll be able to choose the “Final invoice” option.

All partial invoices will be listed on the final invoice.



Article is closed for comments.