Invoice a Fixed Amount of a Quote

Video Guide

Instructions

1. Go to an Accepted Quote and select Copy to Invoice
2. Using the drop-down menu, set the Invoice Type to Fixed Amount.

3. Fill out the amount you'd like to invoice - a partial amount of the whole invoice, or deposit - and Create Draft Invoice

   Note: Tradify creates a line item for the fixed amount, with a description showing the amount and related quote. The amount entered is the total invoice amount, including tax, matching the draft invoice total. The remaining quote amount equals the quote total (including tax) minus the amounts copied to each linked invoice when created. Changes to an invoice after creation do not affect the remaining quote amount.

4. Fill out the Invoice as necessary and Save or Approve.
   
   

Additional Information

See here for more invoicing options: How To Create a Time & Materials Invoice