Invoicing methods

You decide what a customer pays for and when. The invoicing policy on each product controls how an order turns into an invoice: bill everything on confirmation, bill what you deliver, take a deposit first, or spread billing across milestones or recorded time.

Bill on order or on delivery

Set a product to invoice ordered quantities and you bill the full amount the moment the order is confirmed. This suits services and prepaid goods.

Set it to invoice delivered quantities and you bill only what you have shipped. This suits physical goods where deliveries arrive in batches. Each invoice covers the units the customer received.

Take a down payment

For large orders, take a deposit up front:

1. Confirm the quotation so it becomes a sales order.
2. Click Create Invoice and choose a down payment, as a percentage or a fixed amount.
3. Send the down payment invoice and collect the deposit.
4. Create the final invoice when you complete the order. The deposit carries over, and the customer pays the balance.

Bill by milestones

Define milestones on the order and invoice each one as you finish it. Billing follows progress instead of arriving in one lump.

Bill recorded time

Log hours against the order and invoice the time you have worked. Timesheets are part of every workspace, so time billing works from day one for service teams. Bill time covers the full flow.

The resulting invoices post to your accounts in Invoicing.

Related

• Sales overview
• Send quotations
• Invoicing
• Bill time