Partial Invoice

When you need to partially invoice a job you need to use the ‘Misc Charge’ function in the job details page:

 

 

 

NOTE: if you want to invoice a percentage of the cost:

Refer to the quote to see the full cost. Click the quote link to see the quote:

 

 

 

Navigate to see the total cost of the job.In this example the cost is $3253.52 + $484.21. Total $3737.74:

 

 

 

For this example we are going to invoice $2000 of the job cost.

In the job add the ‘Partial Invoice - Part A’ miscellaneous charge:

 

 

Add the details and cost:

 

 

The charge will show at the bottom of the screen:

 

You now need to also add an invoice ‘deduction’ to deduct that deposit from the final invoice.

Use the ‘Partial Invoice - Part B’ option (this charge created a cost deduction) and enter the $2000 deposit. Add a note stating 'Deposit Paid':

 

 

This will be added to the bottom of the screen:

 

 

Now you can create the deposit invoice by clicking ‘View’ option:

 

 

This will create a invoice for the partial amount. Check the invoice and 'Approve':

 

 

 

The invoice will be assigned a number and can now be emailed to the customer:

 

 

 

Once you ‘Approve Invoice’ the invoice status is now updated to ‘Partial’:

 

 

 

Jobs on ‘Partially Invoiced’ will still show on the ‘Awaiting Invoice’ board:

 

 

 

Now when you go to invoice the balance of the job, the two lines with the original job cost and the negative value of the $2000 deposit are on the screen giving the correct final invoice cost:

 

 

You can now approve and send the invoice.

If you do not have 'Partial Invoice Part A' and 'Part B' as options these can be added via the Accounts Menu Under Manage Misc Charge Types for selected users.

Part B’ option is set up with the 'Is Discount' option checked.

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