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create multiple invoices from one quote
I'm enjoying using the new estimates function :) but I'd like to be able to create multiple invoices from the original quote. Is there a way of doing this?
Our quote/sales/payment process goes like this;
I create a quote using FAC and email to the client. Client agrees quote (hurrah!). For larger projects we provide a payment plan of 4 invoices spread over the course of the project (usually 30%, 30%, 30%, 10%). I would like to create multiple invoices out of the original quote. It doesn't matter if these are straight up copies as I can amend the details myself.
Does this functionality exist and I'm missing something? If not, is this likely to be implemented?
Our quote/sales/payment process goes like this;
I create a quote using FAC and email to the client. Client agrees quote (hurrah!). For larger projects we provide a payment plan of 4 invoices spread over the course of the project (usually 30%, 30%, 30%, 10%). I would like to create multiple invoices out of the original quote. It doesn't matter if these are straight up copies as I can amend the details myself.
Does this functionality exist and I'm missing something? If not, is this likely to be implemented?
I’m unsure
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Inappropriate?Melanie,
Sorry for the delay in replying.
There's no direct way of doing this right now, as you've noticed.
We're definitely planning to improve the Estimate > (Project) > Invoice flow so it can support this kind of thing, though.
Are these single-line invoices you're creating, along the lines of:
"30% progress payment against Estimate 045"?
Would a simple 'duplicate this invoice' function help?
Also, if we supported converting estimates into projects (in this case a fixed-price one), would it be useful to see progress invoices/payments against the overall price? -
Inappropriate?Dear Ed
Usually we create single line invoices exactly as you suggest so a simple duplicate invoice function would be enough. A duplicate invoice would be useful anyway, aside from the estimating feature.
Are you saying then that the estimate would be detailed but you would be able to create a one line invoice from that?
So, for example; I create a detailed estimate>send to client>client agrees>I convert to invoice>?delete all the items?>add new item>duplicate invoice number of required times>send to client.
It would be useful to see the progress against the whole price, although as there are usually only four payments I have a pretty good idea of where we are and it's fairly straightforward to work it out. So, it would be a 'nice to have' but not essential.
I’m unsure
EMPLOYEE
