Convert Accepted Estimate Into Multiple Invoices

DigiRizz — Fri, 03 May 2024 16:32:02 GMT

I'm not finding a method to create multiple invoices from an accepted (with deposit) estimate. I often bill in 1/3rds or 25%.

Let's say I made an ESTIMATE for $1000 with a $500 deposit due. They accept and pay. So if I open the ESTIMATE and CREATE INVOICE, the new invoice only shows the entire amount due. So how do you create multiple invoices from the balance (such as $200 and $300) from the estimate?

Also, how do you connect an ESTIMATE with those related INVOICES? Is it just with the EST and INV # and our own internal code? is there a BEST PRACTICE?

Thanks for the help!

MNR

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Convert Accepted Estimate Into Multiple Invoices