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ForumSupport: Desktop questionsInvoicing and jobs

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Invoicing and jobs

#1 · 16 October 2019, 11:45 am

Hello I note that i cannot raise an invoice until the job has been completed, we need to take payment on account therefore could this be adapted at all? thank you Ali

#2 · 16 October 2019, 11:46 am

Hi Ali

There's a couple of ways you could do it

You could raise a quote and complete it once you have confirmation from the client (or straight away). Then you could create the invoice from it. Then to send the work to the subcontractor, click the three dots next to the quote id and click copy. If you click the link checkbox at the bottom left of the window that pops up that will connect the quote, invoice and job together.

Alternatively, you could raise a miscellaneous invoice from the invoice screen and put the quote or job reference in the reference field so you can tie the invoice to the quote/job

Hope that helps
Lauren