Discover how to invoice by line items of a quote on Tradify's web app. This option is especially helpful if you need to invoice work stages separately. For instance, if you're building a kitchen and bathroom, you can invoice for the kitchen first. This method enables you to do so easily.
Invoicing Line Items of Quote
To invoice the line items of a quote:
- Within your quote, select Approve.
- Select Accept.
- Using the checkboxes, select the line items you want to invoice.
- Select Create invoice from selection.
- Edit your invoice as necessary.
- Save the invoice as a draft or Approve the invoice.
Note: Tradify now pre-populates the following fields on the invoice based on the information supplied on the quote:
- Customer
- Site
- Pricing Level
- Reference
- Document Theme
- Description
- Invoice Date
- Due Date - based on your customer settings.
Note: Tradify will also pull through the selected line items.
To create another invoice for the quote, simply reopen the quote and follow the same process.
Note: When you reopen the quote, Tradify will show a tick icon against each line item that has already been invoiced. It'll also display all linked invoices within the cost breakdown (as shown below).
Important Note: If the selected line items are deleted off the invoice, then the corresponding ticks will be removed from the quote. However, if you make any amendments to the line items on the invoice, the ticks will be left as is. Please also note, Tradify will only tick line items that have been selected. If you choose to invoice the remaining amount without selecting the items, then these will be left unticked.
