Sales: Modifying your progress invoice
Watch a video on how to use progress invoicing.
When you use progress invoicing, you can modify the amounts that are on each invoice on the Specify Invoice Amounts window.
At a minimum, the Specify Invoice Amounts window contains this information:
- Item. The item(s) copied from the estimate when you created the invoice.
- Est Amt. The amount of the item you entered on the estimate.
- Prior Amt. The amount you've previously invoiced your customer for. If this is the first invoice you've sent the customer for this job, this amount will be 0.
- Amount. The amount you are invoicing the customer for on this invoice.
- Tax. The tax that is applicable for the item.
If you select Show Quantity and Rate, you'll see these additional columns:
- Est Qty. The quantity of the item you entered on the estimate.
- Est Rate. The rate you entered on the estimate.
- Prior Qty. The quantity that appeared on prior invoices for the original estimate.
- Prior Amt. The amount that appeared on prior invoices for the original estimate.
- Qty. The quantity you're invoicing your customer for on this invoice.
- Rate. The rate you're invoicing your customer for on this invoice.
If you select Show Percentage, you'll see these additional columns:
- Prior %. The percentage of the original estimate you included on prior invoices.
- Curr %. The percentage you are currently invoicing your customer for with this invoice.
- Tot %. The total percentage of the orignal estimate you have invoiced this customer for.