thread Re: Unusual Invoice Need in Archived Discussions (Read Only)

Unusual Invoice Need

BigTexan — Mon, 11 Jul 2022 16:49:25 GMT

I seem to have an unusual invoice issue: I sign my customer to a contract of $500 with half due now and half due upon completion. As such, I want to create an invoice to collect the Initial Deposit that says the following:

Total Contract: $500

Initial Deposit: $250

Balance Remaining: $250

How do I create this?

Re: Unusual Invoice Need

HC_Charlie — Mon, 11 Jul 2022 18:05:45 GMT

Hello @BigTexan thanks for your post. Check out this info about creating invoices that include payment schedules. If you set it up like this you should be able to take partial payments.

Here is an additional post about using deposits with Invoices. I hope this helps answer your question.

Re: Unusual Invoice Need

BigTexan — Mon, 11 Jul 2022 18:53:27 GMT

Charlie,

Thank you for your help.

One thing: The final payment is due once all work is complete. That might be 12 hours or 12 days. The payment schedule only allows me to use 30/60/90 or a custom date. Will it automatically send the invoice at that time?

So I can set the system up to collect second payment in 7 days, but I don't want to automatically send it if the work is not complete. That will look pretty unprofessional. So, will it automatically send it?

Re: Unusual Invoice Need

Arie — Thu, 14 Jul 2022 04:26:46 GMT

You can re-schedule the invoice date if needed, @BigTexan. So while the invoice would automatically be sent at the 30, 60 or 90-day mark, or at a custom date of your choosing, you can manually adjust this as needed depending on when the job is complete.