How to Send a Partial Invoice

Summary: 

Sending partial invoices allows you to invoice the customer for pieces of the project over time or to collect things like deposits without invoicing for the entire job. Prior to invoicing, you will need to create a Financial Worksheet.

How to:

To start, navigate to the Invoice section of the job file by choosing Invoices from the Job Activity bar.

Custom Partial Invoicing:

To set up a custom partial invoice, add your items by typing into the Add an Item field. Use the tab key on your keyboard to navigate through the fields and add additional items and descriptions.

Give your invoice a name and set up the payment terms. Choose an invoice date (this date will be used as the A/R start date once the invoice is saved), terms, and due date. Choosing a net set of days for your terms will auto-populate a due date based on the invoice date.

Save the invoice. Saving will start the A/R aging process on the date you chose as the invoice date.

Send the invoice to the customer by clicking Email Invoice or Preview.

Prior to sending, you can adjust what is shown on the invoice by checking and unchecking boxes on the preview screen. From there, you can save the invoice as a PDF, print, or email to the customer.

Email:

Select email. If there is an email for the primary contact in the job file, it will automatically be selected. You can add additional email addresses, if needed. Input any personal message you’d like to include in the body of the email. The invoice will be sent as an attachment. Click Send.