Estimate to advance invoice

From an accepted quote, you can create a full invoice or an advance invoice for part of the amount. In this guide, we create an advance invoice for 30% of the quote.

1. Converting the quote

1. Open the list of estimates.
2. Click Actions next to the estimate.
3. Click Convert to invoice.
4. Full invoice creates an invoice for the full estimate amount.

2. Advance invoice

1. For an advance, choose Advance invoice (%).
2. Enter the advance percentage, for example 30%.
3. Click Convert to invoice.

3. Checking and approving

1. An advance invoice for 30% of the estimate amount has been created.
2. The advance amount is £1,332.00.
3. The invoice is a draft. Click Approve to confirm it.
4. Done. The advance invoice is ready to send and collect.

Tips

• Once the customer has paid the advance, you invoice the rest with a final invoice that deducts the advance automatically (guide Final invoice (deduct advances)).

Summary

Quotes → Action → Convert to invoice → advance invoice (%) → percentage → Convert → Approve

What's next

Next guide: Invoice with e-signature.