How to schedule invoicing of an estimate

The system enables you to schedule invoices for approved estimate.

Steps: 

1. Navigate to JOBS > Estimates. 
2. Use the Filters to narrow down your search. 
3. Click on the JOB NO you wish to create a schedules invoice for. 
4. Click on Activity, located above the action buttons. 
5. Then click on the Client Job Invoices. 
6. Click on Scheduled Invoices, located at the top right of the page. 
7. Click ADD COSTS TO INVOICE? to include job costs on the draft or final invoice. 
8. Go to Add selected number of Months and schedule the billing of an estimate over time by adding a specific number of months.  The system will schedule the estimate equally over the number of months entered. 
9. Click on the arrow in the same field. 
10. A pop-up page will appear, asking you to enter or select the date for the first billing. 
11. Click OK. 
    
    
12. Click SAVE.