Invoice a Fixed Amount of a Quote or Deposit

  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
  4. Fill out the Invoice as necessary and Save or Approve.
Note: Tradify will create a line item for the fixed amount. The description will state the amount and the corresponding quote.



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