Discover the Progress Invoice Example for Marketing that Transforms Your Workflow

Progress invoice example for Marketing

if you're undertaking work where you need to collect a deposit prior to starting or you're doing a longer larger job where you'd like to get paid in stages then the partial invoicing add-on can help this feature can be used in the online dashboard first activate partial invoicing in the add-on store then in the quotes and invoicing tab of a job card click the drop down next to the produce invoice button for the option to produce a new partial invoice in this window you can prepare a partial invoice for selected items on the job by checking these boxes here you can also add new items [Music] everything selected will be added to the new partial invoice and attracted from the original job enter a description to appear on the partial invoice for deposits this may be a simple reference to the deposit being collected and for staged Works a description of which stage is being invoiced select an invoice date and choose an invoice template keep in mind that servicemates default invoice templates can be adjusted to suit the businesses requirements to create a new invoice template go to your document template settings create a new invoice template find a default template to use as a starting point and click use this template then click here to download it open the template in Microsoft Word and make minor changes to suit take care not to edit the special formatting or make any changes to these merge fields which automatically pull information from the job card save your changes and in servicemate Click upload custom invoice template and attach your document [Music] now when producing a partial invoice you can select this custom template from the drop down then record where the payment has been received for the new partial invoice review everything then click confirm invoice and a new invoice will be generated for issue to the client this process essentially splits the partial invoice off into a new separate job it has a completed job status and the same job number but with the addition of an alphabetical suffix from here this can be treated much the same as any other job in servicemen in the original job a negative item is included in the billable items and a note added to the job diary as well as a copy of the partial invoice