Create a deposit, progress or final invoice

Steps

1. Create or accept a job first. Open Invoices & payments → Create invoice, or create an invoice from the job.
2. Select the job and enter the invoice description, dates and amount before tax. Review suggested tax and any deliberate override.
3. For a deposit or progress claim, bill only that portion. For the final claim, review prior invoices and the remaining unbilled contract so you do not bill it twice.
4. Save and export the invoice PDF. Send it through your usual method; the app does not send it automatically.
5. When money arrives, Record payment against this invoice with received date and reference.

Check that it worked

Outstanding balance rises when invoiced and falls only when payments are recorded.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

Related

• Cannot invoice more than the approved contract
• Invoice tax after changing the amount or job
• A payment is rejected or the balance looks wrong