Split payments - Invoicing

Question asked by Ryan Davis 8 years ago

Hi In my line of business I often take split payments. For example I send a quote out for £3000 and on it I put that £1000 must be paid before work commences, £1000 after 5 days and then £1000 on completion. My question is how do people record this in clearbooks? If I convert the original quote to an invoice then it shows that the full amount is due. Is there a way to have split payments on this invoice? Or do I create three invoices? Any help is much appreciated!

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3 Replies

Hi Ryan,

Unfortunately, at the moment there is no option to move the summary box to the bottom of the invoice.

However, for advanced CSS designers; it is possible to take direct control over the entire theme stylesheet. This can be found under Settings>Configure System>Invoice Themes>Styling.

Thanks, Tommy

Best answer
7 years ago

Hi Ryan,

At the moment converting a quote to an invoice will only be able to generate an invoice for the full amount by default. You could generate 1 invoice from the quote and make it clear on the invoice that 3 payments are due (with the specific dates) in the summary. Part payments can then be allocated to the invoice.

Alternatively, you could generate 3 invoices from the quote and edit the amount before confirming.

8 years ago

Thanks for the quick reply, I was unsure if one way or the other was the way to go but it seems as though either will be acceptable. Is there a way of putting the summary at the bottom of the invoice (mine currently shows at the top before the quote/invoice details)?

8 years ago

Hi Ryan,

Unfortunately, at the moment there is no option to move the summary box to the bottom of the invoice.

However, for advanced CSS designers; it is possible to take direct control over the entire theme stylesheet. This can be found under Settings>Configure System>Invoice Themes>Styling.

Thanks, Tommy

Best answer
7 years ago

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