Invoice an Entire Quote on Tradify Web

Who can use this?

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

Start the invoice process by opening your Quote:

  1. Once the quote has been accepted, click Copy to Invoice.
  2. Using the drop-down menu, set the Invoice Type to Entire Amount.
  3. Fill out your Draft Invoice as necessary.
  4. Select either Approve or Save Draft.

A new pop-up window will appear.

Once you've set the Invoice Type, the following fields will be made visible:

  • Group quote sections into a single line item on the invoice - Only groups quote sections into single line items on the invoice.

  • Group kits into a single line item on the invoice - Only groups kits into single line items on the invoice.

Entire_Quote_Amount__-_2.png

Tradify will now pre-populate the invoice based on the information supplied on the Quote.

Entire_Quote_Amount_-_3.png

When you reopen the Quote, Tradify will display all linked invoices within the cost breakdown (as shown below).

Entire_Quote_Amount_-_4.png

 

Please note: Declined options will not be copied to the invoice.

 

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