Partial invoices are issued when certain parts of an offer have been delivered. Unlike an interim invoice, which is a payment-neutral deduction, a partial invoice corresponds to services that have already been delivered.
How to create a partial invoice
Go to the "Billing" tab of your estimate and choose a billing method:
You will then be offered various billing methods. Select "Invoice partial services" here.
You now have several options:
Bill only agency service items
An invoice will be created with the same items as in the estimate, but without carrying over external service items from the estimate.
Bill only external service items
An invoice will be created with the same items as in the estimate, but without carrying over agency service items from the estimate.
Bill agency and external service items
An invoice will be created with the same items as in the estimate; you can then decide which items you want to remove.
Do not consider net or gross deductions in the partial invoice
To prevent net deductions from being accounted for twice — once now in the partial invoice and later in the final invoice — we can ignore them when creating the partial invoice.
Make sure that the partial invoice without the deductions does not exceed the estimate.
Then optionally enter the desired invoice date and — if different from the estimate — the job, and click "Create invoice now".
No status change of the estimate when billing
When generating a partial invoice, the status of the estimate remains "Approval". Only the creation of a final invoice from the estimate will automatically change it to "billed".
