Taking an advance

An advance invoice asks for a share of the estimate up front, for example 50% before kit goes out.

1. Open the job and click Invoice in the stage bar.
2. Click Ask for an advance first . . .
3. In Advance, % of the estimate, type the percentage.
4. Click Make an advance invoice.
5. Check it, then send it as you would any invoice.

To change the percentage, the dates or the note to the client of an advance, open Bank account and what prints on the advance, then click Save these choices. Once the advance exists, the final invoice is made with Make the final invoice.

Until it is paid

• The job shows a warning that the advance is not paid, with the amount still due.
• The Today page lists every unpaid advance, with how many days until the job starts. Its Overdue and Owed to you boxes open the Invoices list.

On the final invoice

Payments count towards the whole job. When you make the final invoice, it lists what has been received and shows the balance still to pay.