When navigating to a job, you may notice three tabs above the Products & Services section towards the bottom of the page: Single Invoice, Progress Billing, and No Charge. By default the system will have Single Invoice selected, however, this can be altered to Progress Billing in the Edit Job view!
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Once you have selected the Progress Billing option and saved the job, you'll now see that the invoice option exists above your Products & Services table with a new column called Invoiced.
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When the option to Invoice Job is selected, a dialogue will come on the screen allowing you to dictate how you'd like to invoice the job. You'll select which items will be included on the invoice using the check boxes to the left of the line item. You'll then need to dictate how much of the line item total will exist on the invoice by choosing the percentage option or the dollar amount option. The percentage option will calculate the line item total based on the percentage you input while the dollar amount option will set that flat amount for that line item on this invoice.
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Once your invoice totals are to your satisfaction, you'll click the Create Invoice in the bottom right corner. The invoice information will then be found above the Products & Services section of your job, only now the Invoiced column will be populated with the percentage of what is remaining to be invoiced.
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You'll then follow the same process to create multiple invoices that will reach the overall total of your job. All invoices created for a single job will reflect in consecutive order above Products & Services!
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Please Note: If you already have a Single Invoice created for a job, you will not be able to create a Progress Invoice unless you delete the current invoice attached to the job. It's also important to note that the Deposits option will no longer be accessible when you've chosen to utilize Progress Invoicing.