Part payment invoicing

You can create a part-payment invoice for all invoices. This includes invoices created directly from the home screen and those created after a quote has been approved by your client.

creating invoices from home screen

Tap the “CREATE INVOICE” button on the home screen
Add your client details, site details, invoice details and your pricing
Review the TOTALS page. Tap on the “MENU” on the top right to preview the invoice or edit markups
Select the “Deposit required” option if you would like the first invoice to be a request for deposit from your client.
If you are happy to proceed, tap “NEXT”
On the INVOICE DETAILS screen, you will see a summary for the following:
– Quote total: which is the total amount for the invoice
– The Invoice #: which is the number of part-payment invoices created for this invoice
– Amount = % of Quote Total: where you can edit the percentage amount for this invoice. For example, 20% of a $1100.00 invoice, will equate to a $220.00 invoice total
You can also preview the invoice by tapping the “MENU”
Then tap “GENERATE INVOICE”
The invoice has now been generated, you will be shown different options to send the invoice:
1) Send invoice link: which is a web link to send a client so they can view and download an invoice via a web browser
2) Save & Share PDF: Creates a PDF version of the quote for you to send to your client.
Select the option required.
Finally, you will be shown th share screen (screen below may vary depending on device). Select the recipient for the invoice and also the method in which you would like to send it
To create a follow up invoice
Tap “INBOX” from the main menu.
Select the quote you want to generate an invoice for.
Then, simply swipe right on the quote and tap the INVOICE icon
You will arrive at the Invoices screen
You will see any previous invoices generated.
If you would like to create a new invoice, tap on “Add another invoice”
Once you are on the INVOICE screen:
– Enter the percentage (%) of the quote total required.
– Select the due date for this invoice.
– Tap ”GENERATE INVOICE” and your quote will be generated.
Select from Send invoice link or Save & Share PDF.
Select the recipient for the invoice and also the method in which you would like to send it
Finally, you will notice that the invoice has been generated. You will notice the amount invoices and also the percent invoices for each.
You can access the invoices at any time. You can also re-send the invoice at any time by accessing this page and tapping on each invoice.