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How do I issue part payment invoices and keep tabs on the balances?

Question asked by James Blackburn 7 years ago

I have quotes accepted on projects but need to invoice at different stages. How can I issue part payment invoices and keep tabs on the balance easily?

2 Replies

Hi James,

There is no option to invoice a percentage of a quote just yet - however this has been suggested before and will be reviewed by the technical team in future. Please add your vote to the link below:

https://secure.clearbooks.co.uk/businessthree/network/ideas/view/?idea=2296

To invoice part of a quote just convert the quote to an invoice and edit the amount. You can then repeat this as and when you need to invoice other parts of the quote.

When are you guys ever going to implement what people suggest?

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