Creating a Progress Invoice for Quoted or Estimated Times and Costs

Use these instructions to create progress invoices for the work completed to date, as work proceeds on a job. You can select which tasks or costs are included in the invoice.

If the job is:

  • based on a quote, the billable amount for each task and cost is calculated from the estimated times and costs shown in the quote.
  • not based on a quote, the billable amounts are calculated from the estimated times and costs in the job itself.

Creating the invoice

To create a progress invoice for a job based on a quote:

  1. Open the Invoice Information screen using the:

  2. On the Invoice Information screen, provide the following information, as required.
    FieldDescription
    Pricing Mode

    The pricing method to use for prices in the invoice. The pricing method selected in the original quote becomes the default value here, but you can change it here if you wish.

    Prices are calculated depending on the Invoice Type you selected earlier.

    • Select Calculated Price if you want to use the prices shown.
    • Select Fixed Price if you want to specify the price directly for one or more billable items. This option allows you to adjust prices to exactly the values you want to use.
    Tax

    The tax type and rate to apply to costs in the invoice. If you have more than one rate set up, select the required rate. For details, see Organisation Settings > Financial settings.

  3. Deselect any items that you do not wish to include in this invoice.

    If the job is based on a quote, any task or cost items added to the job since the quote was created are shown with a pink shaded background - select the checkbox next to the item to include it in the invoice.

  4. Check that the information shown is correct, then do one of the following.

    ButtonDescription
    Save Draft & Print

    Saves current invoice information and displays the Print Invoice screen.

    Save DraftSaves current invoice information and displays the Job manager screen (Financial tab). You can edit invoices while they are in the draft state.
    Approve & PrintSaves current invoice information and displays the Print Invoice screen. Once an invoice has been approved, it cannot be changed.
    ApproveSaves current invoice information and displays the Job manager screen (Financial tab). Once an invoice has been approved, it cannot be changed.
    CancelDeletes the current draft invoice. You might use this option if you found errors.

Related tasks

Adding a task to an invoice

Adding multiple tasks to an invoice

Adding a cost to an invoice

Adding multiple costs to an invoice

Applying markup to invoice costs

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