Invoicing an Entire Quote on Tradify Web

This method is recommended for those who wish to invoice directly off the quoted amount as opposed to costs logged against a specific job. 

Invoicing the entire amount of a Quote 

Note: Before starting the invoicing process, the quote will need to be "Accepted". Below are the necessary steps to achieve this.

Within the relevant 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.

Entire_Quote_Amount_-_1.png

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 following fields on the invoice based on the information supplied on the Quote:

  • Customer
  • Site
  • Pricing Level
  • Reference
  • Document Theme
  • Invoice Date
  • Due Date - based on your customer settings.

Tradify will also pull over every single line item from the quote onto the invoice.

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

Was this article helpful?
0 out of 0 found this helpful