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How to create multiple client job invoices

Create multiple invoices and draw down a line item to submit an invoice for a partial amount.

Step by Step Guide:

Creating Multiple Client Job Invoices

1. Navigate to ACCOUNTING > RECEIVABLES > Invoice Multiple Estimates.

2. By default, the next screen will display all estimates for all jobs which have not been previously invoiced.

Check the box Show Jobs Previously Invoiced. Previously Invoiced.

3. Change the Invoice Date that appears on the invoice if necessary.

4. Select the estimate or number of estimates to be invoiced.

If the invoice needs to be less than 100% of the total estimate, select the % to Invoice field and change the percentage from 100% to the required percentage.

5. To avoid rounding errors from invoicing less that 100% of an estimate, check the Round Line Amounts box.

6. Choose an invoice by clicking on the selector icon, then a pop-up will appear prompting you to click on CREATE DRAFT INVOICE (Recommended).

7. A Draft Invoice will be created with a suffix DR in the Job No.

Adding Costs to the Invoice