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, click "Approve" > "Accept".
Once the quote has been accepted, click "Copy to Invoice".
Note: A new pop-up window will appear.
Using the drop-down menu, set the Invoice Type to "Entire Amount".
Note: 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.
To create the invoice, select "Create draft invoice".
Note: Tradify will now pre-populate the following fields on the invoice based on the information supplied on the Quote:
- Pricing Level
- Document Theme
- Invoice Date
- Due Date - based off your customer settings.
Note: Tradify will also pull over every single line item from the quote onto the invoice.
Once you're ready to approve, click the "Approve" button to finalise the invoice. If you'd like to save the invoice as a draft so it can be amended at a later date, click "Save Draft".
Note: When you reopen the Quote, Tradify will display all linked invoices within the cost breakdown (as shown below).