Create final invoice

What is a final invoice?

The final invoice is the last invoice document generated from an estimate. It is thereafter considered settled.

A final invoice can be generated as the first invoice from an estimate or as the last in a series of interim or partial invoices.

The final invoice lists all services from the estimate again and automatically offsets all interim or partial invoices previously generated from that estimate.

How to create a final invoice

In the "Billing" tab of your estimate select a billing method:

Different billing methods are suggested; select "Create final invoice" here.

Then, if applicable, enter the desired invoice date and — if different from the estimate — the job, and click "Create invoice now".

Billing of incurred external services

The checkbox when creating the invoice allows us to automatically adjust the totals of certain line items if external services are billable "based on actual costs".

Example of application In an estimate line item "travel expenses" we calculated EUR 500, but agreed with the customer that we will bill travel expenses based on receipts — i.e., as they are incurred.

Two receipts are incurred for the trip: a ticket for a train ride (EUR 200) and a receipt for an overnight hotel stay (EUR 150). In total, EUR 350 have therefore been incurred against the "travel expenses" line item. So if I leave the checkbox enabled when creating the final invoice, the value of the "travel expenses" line item automatically changes to EUR 350, the sum of the incurred billable based on actual costs external services.

Estimate status change when billing

When generating a final invoice, the status of the estimate automatically changes from "approval" to "settled".