Invoice a Percentage of a Quote

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Invoicing & Quoting

Create a deposit based on a percentage, or have a set schedule of billing based on a percentage of the completed work (progress invoicing).

  1. Go to your Approved and Accepted Quote and select Copy to Invoice in the bottom right-hand corner of your desktop or on top ... menu for mobile.
  2. Using the drop-down menu, set the invoice Type to Percentage of Quote.
  3. Enter the percentage you'd like to invoice. A total is displayed.
  4. Select Create Draft Invoice.
  5. When you're happy, save or approve the invoice.

If you would like to create another percentage-based invoice, simply reopen the quote and follow the same process.

When you reopen the quote, Tradify will display all linked invoices within the cost breakdown.

Note: If you make any amendments to the invoice after it's been created, these amendments will not show through on the quote.

 

 

Once you set the Invoice Type, certain fields become visible. These include:

  • Select Quote: This field is automatically set to the corresponding quote.
  • Percentage of Quote: Choose the percentage to base the invoice off (we will use 10% in this walkthrough).
  • Group quote line items into a single line item on the invoice: This setting is enabled by default and groups all line items into a single line item on the invoice. A reference to the linkage between the progress invoice and the quote is added to the line item description, and the percentage is applied to the quantity of each line item for accurate inventory tracking. If you choose not to group, the descriptions will remain unchanged.
  • Group quote sections into a single line item on the invoice: This option groups quote sections into single line items on the invoice.
  • Group kits into a single line item on the invoice: This option groups only kits into single line items on the invoice.

Please note: Declined options will be excluded from the quote total that the invoice percentage is taken from.

 

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