Progressive invoicing allows you to bill customers incrementally as work progresses, rather than waiting for full project completion or contract finalization. The following steps will highlight how to create a progressive invoice from a quote.
First open the View Quote pop-up window of the desired quote and ensure that all relevant line items and sections are populated in the quote. Click on the Individual Actions of the quote and from the drop down select the "Create Invoice" option:
The Add Invoice pop-up window will then appear:
In this pop-up window, you can choose to invoice specific quote sections by toggling them individually, or select "All Quote Items" to include everything in the invoice.
In "Invoice Amount" panel, you can select how you want the corresponding invoice to be calculated. You can choose to have the remaining amount invoiced, a percentage of the total, or the dollar amount of the total.
Once created, the invoice will reflect the selected amount or percentage, and it will remain linked to the original quote.