How do I set up progress billing or show percent completion on invoices?

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How do I set up progress billing or show percent completion on invoices?

You’ll want to create an invoice first and then apply payments using the payment schedule feature.

To create a quick invoice, you can use these steps:

  1. Tap into your app on the home screen
  2. Tap the blue + button on the lower right corner
  3. Tap Invoice on the pop up menu
  4. Tap from scratch
  5. Input all details such as date, invoice number, client, etc.
  6. Tap the + under Items to add the invoice items
  7. Tap Add field to add Payment Schedule
  8. Tap + under Payment Methods to include those as well
  9. Tap Next when ready to send
  10. Select a folder where you would like to save it (you’ll see a blue check mark pop up when a folder is selected)
  11. Tap Continue
  12. On the Preview Invoice screen, you can make edits by tapping Edit or Send by tapping Send Invoice

To create an invoice from a saved estimate:

  1. Navigate to the folder where the estimate is saved
  2. Tap the three dots on the upper right
  3. Tap Create Invoice
  4. On the Invoice Customization screen, select All Line Items or Summary
  5. Tap Next
  6. Confirm all details (issue date, due date, invoice number, client, etc.) are correct
  7. Make sure to add Client
  8. Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.
  9. To include payment methods, tap Add Payment method
  10. Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it’s completed)
  11. Tap Send Invoice if ready to send, or Edit to edit again 

To add a payment schedule, you’ll want to use these steps:

  1. Tap into the invoice
  2. Tap Edit
  3. Tap add payment schedule
  4. Add the payment type
  5. Tap add payment schedule
  6. Add as many as are needed.
  7. Tap back
  8. Tap Update
  9. Send from there 

To send an invoice, you’ll want to use the steps below:

  1. Tap into the folder where the estimate is saved
  2. Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for
  3. Tap Create Invoice
  4. Add info at the top such as issue date, due date, invoice number
  5. Select Client
  6. Add any deposit or payment method details
  7. Tap Next
  8. Select a folder where to save it
  9. Tap Continue
  10. Tap Send

To apply payments to your invoice, you can use these steps:

  1. Tap into the folder where the invoice is saved
  2. Tap on the invoice
  3. Tap Payments at the top
  4. Tap Record payment & enter details
  5. Tap Save
  6. Tap Send to send updated invoice showing applied payment(s)