Creating multiple invoices for contract services

For clients that have summer, winter, or yearly contracts you can create multiple invoices spread over a period of time.

Ext-Tech

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Navigate to the client you wish to create the invoices for.

Click on the estimate you want to create the invoices for.

If the estimate has not yet been approved you will need to do this. Note that the client can approve the estimate when they receive the email sent to them by clicking "Approve this estimate". When a client does this, it gets logged in the contact log and the main point of contact email for your company gets a notification.

Internally approve the estimate by clicking "Approve on behalf of Customer"

If an estimate is already approved in a client file with no estimate, go into the client file click on the estimate.

Notice that towards the top of the estimate there are now two options "Create Invoice" and "Create Multiple"

Click "Create Multiple"

Click the calendar icon and select the first date you would like the first invoice to begin from, for example May 1st or November 1st.

Click in the number field and type how many invoices you want to have created.

Click the box at the top to select all services or pick and choose which services you want for the multiple invoices. NOTE: If there are services that are not approved you must remove them from the original estimate. Is a service is on an approved estimate it is considered active even if there is no invoice for it. See reports "Services ready to be invoiced" for any services not on an invoice.

You can also change the status of a service line or change the price of a service line at this stage as well.

Click "Create Multiple Invoices"

Notice the invoices get listed here in the estimate - so you can see what invoices area associated with this estimate. You can still click in to any of these invoices and manually change the date if needed.

Click on the customer name to go back to the main client file.

All invoices are listed under "Invoices" in the main client file.

Click the arrow to get a dropdown to add payment. See resource on adding payments for further information.