Invoicing methods

EVERJUST Sales lets you decide what a customer pays for and when. The invoicing method on each product controls how an order turns into an invoice.

Ordered vs delivered

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.

Down payments

For large orders, take a down payment up front. From the sales order, create a down payment invoice for a fixed amount or a percentage. The customer pays the deposit, and the balance carries to the final invoice when you complete the order.

Milestones and time

Two methods fit project work:

1. Invoice by milestones. Define stages on the order and bill each one as you finish it.
2. Invoice by recorded time. Log hours against the order and bill the time you have worked.

Both let you spread billing across the life of a project instead of charging it all at once. The resulting invoices post to your accounts in EVERJUST Invoicing.

Related

• Sales overview
• Invoicing