Final invoice (deduct advances)

The final invoice bills the rest of the quote and deducts the advance already invoiced automatically. In this guide, we create the final invoice for a quote with an advance.

Before you start

• A quote that already has an advance invoice (guide Estimate to advance invoice).

1. Converting the quote

1. Open the list of estimates. The estimate shows that the advance has been invoiced.
2. Click Actions next to the estimate.
3. Click Convert to invoice.
4. Choose Final invoice (deduct advances).

2. Deducting the advance

1. AdBooks automatically deducts the already invoiced advance from the total.
2. Click Convert to invoice.

3. Final invoice

1. The final invoice has been created. The amount due is reduced by the advance.
2. Click Approve to confirm the invoice.
3. Done. The final invoice is ready to send and collect.

Summary

Quotes → Action → Convert to invoice → final invoice (deduct advances) → Convert → Approve

What's next

Next guide: More invoice actions.