When raising an invoice in , you will make a series of choices that determine the type of invoice you create. Understanding these options will help you select the right approach for each billing scenario.
Invoice type
The first choice is whether to raise a progress invoice or a final invoice.
| Invoice type | When to use it |
|---|---|
| Progress invoice | Use when you need to invoice a client for ongoing work on a job. Progress invoices allow you to bill incrementally before a job is complete. |
| Final invoice | Use when a job is complete and you are ready to issue a full and final bill to your client. |
For more information, see About progress invoices and About final invoices.
Invoice basis
The second choice is whether to raise a job invoice or a miscellaneous invoice. Both progress and final invoices can be either type.
| Invoice basis | When to use it |
|---|---|
| Job invoice | Use when you want to invoice for actual or quoted time and costs recorded against one or more job records. |
| Miscellaneous invoice | Use when you need to charge for costs that are not directly related to specific jobs — for example, when you are on a monthly retainer but did not work on any specific jobs during that period. |
Pricing mode
The third choice is the pricing mode, which determines how the value of each line item on the invoice is calculated. offers three pricing modes.
Calculated price
Calculated price provides a straightforward calculation: time multiplied by the billable rate for tasks, or quantity multiplied by the unit price for costs. This mode is ideal for simple time and materials billing where you want the invoice to reflect exactly what was recorded against the job.
Fixed price
Fixed price mode allows you to override the calculated price with a figure of your choice. This is particularly useful when raising a progress invoice against a quote that was created using fixed price mode, as it allows you to draw down on the value of a line item and leave any remaining balance to be invoiced on a future occasion.
For more information, see Fixed price quoting and invoicing.
Percentage of approved quoted amounts
This pricing mode is only available on the Pro or Advanced plan.
This mode works similarly to fixed price mode, but instead of entering a specific dollar amount, you specify a percentage of the quoted price for each line item. Any remaining percentage is left available to be invoiced on a future occasion. This mode is well suited to staged billing arrangements where each invoice represents a defined portion of an agreed quote.
For more information, see Progressive invoicing and Create a progress invoice for quoted or estimated times and costs.