Progress payments

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  • Updated 10 months ago
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Wondering how to invoice clients for progress payments against an estimate/quote? I've invoiced clients for progress payment, but seems the estimate is then closed, even though the complete amount has not been invoiced for.
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Danielle Major

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Posted 11 months ago

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Julie McIntyre

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I use this feature all of the time. Just ensure that the estimate is still active. Open the estimate and make sure it is ticked as active.

You can invoice progressively until the entire estimate has been invoiced out.

Hope this helps.
(Edited)
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Danielle Major

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Thanks Julie.
Are you using Reckon One? 
Once I click on the convert to invoice in Estimate - it closes the estimate and I can not seem to then make another invoice that links to the original estimate. I can not find anywhere an option to make the estimate active again. 
Any advice?