Select from the following options to create an invoice from an estimate.
Create invoice for the entire estimate (100%)
Select this to create a single invoice from the estimate. The invoice will
be for the same amount as the estimate. You can edit the invoice as
Create invoice for the remaining amounts of the
Select this to create an invoice for the balance of the estimate. This
option is available when you have already created one or more progress invoices
from the estimate.
Create invoice for a percentage of the entire estimate
Select this to create a progress invoice for a percentage of the estimate.
This option creates an invoice for a straight percentage amount of the estimate
total. For example, if you created an estimate for $1,000, and you want to
invoice for the job in four equal phases, enter 25 in the percentage
You can also invoice for more than 100% of the estimate value.
Create invoice for selected item or different percentages of each
Select this to invoice for only some of the items on an estimate, or to
invoice different items at different percentages.
For example, you've created an estimate for $1,000. You finished the
first phase of the job and you want to invoice for 100% of items related to the
first phase, but don't want to invoice for anything else at this time. When
you select this option, a window appears in which you can select the items you
want include on the invoice and indicate the amounts or percentages for each
Create a progress
invoice from an estimate