Create a progress invoice when you need to invoice a client for ongoing work on a job.
If the job is now complete, create a final invoice rather than another progress invoice.
Creating progress invoices
You can use the Job Manager, Invoice Manager, Work in Progress Manager and Client Manager to create progress invoices.
If you need to create invoices for multiple clients or jobs at a time, use the instructions in a column flagged with .
|Create progress invoices from...|
|Job info screen (Financial tab)||Invoice Manager||WIP Manager (List tab)||Client info screen|
|Can invoice multiple clients?||-||-||–|
|Can invoice multiple jobs?||-|
|Deposit invoice based on quote||YES||-||-||-|
|Deposit invoice with no quote||YES||-||-||-|
|Invoice for actual time and costs||YES||YES||YES||YES|
|Invoice based on quote/estimate or estimated time and costs||YES||YES||YES||YES|
Invoice for miscellaneous costs (not used to invoice jobs)