You can create an invoice from a Quote, where you can pull in time and materials that you have already entered.
Here, you are given the option to invoice:
- The Entire quote amount
- Line items in the quote
- A Percentage of the quote
- A fixed amount
- The remaining amount, if you have previously invoiced a portion.
Here we have selected the entire quote amount.
If your quote uses sections or kits, You can:
- Group quote sections into a single line item on the invoice, and
- Group kits into a single line item.
Or alternatively anything not grouped will be split out into their individual line items on the invoice.
When you reopen the Quote, Tradify will show linked invoices on the quote below the cost totals.
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