Pick and choose the products or services on a quote you wish to compile an invoice for. Or, instead, invoice the customer for 30% of the quoted services in advance.
Scoro’s partial invoicing makes it effortless to invoice the customer for a proportion of work, and charge them for the rest when the project is finished.
Note! Partial invoicing is a paid add-on. To activate it on your site, just go to Settings > Administration > Plan, add-ons and billing.
Open the original quote that you sent to your client. In the quote detailed view, click on the button Use data on quote to … and select Create invoice. After that, click Select lines for partial invoicing and Proceed.
In the partial invoice view, you can see all of the quoted products/services. Select which service(s) you want to invoice by ticking the box at the beginning of each line. By default, all service lines are selected.
You can invoice all the lines separately for full amounts, partial amounts or, for example, just one line partially and another line fully. In case you want to invoice all the lines, you don’t have to modify anything. If you want to invoice the customer partially, choose a certain percentage or quantity of the work that you want to invoice.
If you change the percentage of services, the quantity is calculated automatically and vice versa. When modifying the percentage in the first box, it is automatically applied to all service lines.
After you have made the desired modifications in the partial invoice view, click Proceed. In the invoice modify view, everything is filled in according to the changes you made in the partial invoice pop-up. If everything is correct, click Save.
Now you can send the partial invoice to your client as a PDF. Read more on how to create PDF templates.
When the project is finished and you want to invoice for the rest of the services, just go back to the original quote. The colored dots on the quote show the status of the product/service lines – which one is invoiced, partially invoiced, not invoiced at all or over invoiced.
- Gray stands for still waiting to be invoiced.
- Yellow indicates that the product/service is partially invoiced.
- Green shows a fully invoiced service.
- If you have invoiced more than originally quoted, the dot is orange – the service has been over invoiced.
Just hover on the dots to get a quick overview.
Click Use data on quote to …, select Create invoice and click Select lines for partial invoicing.
By default, you can only see the lines that haven’t been fully invoiced. For example, if you made a partial invoice for 20% of the services, you can now compile an invoice for the 80% left. The same with quantity – if you invoiced for 2 hours of services out of the 10 quoted, the remaining amount now shown in the partial invoice view is 8 hours.
To see all quoted and invoiced lines, even the ones fully invoiced, tick the box Show fully invoiced lines.
If everything seems good, click Save. In the invoice modify view, everything is filled in according to the partial invoice.
In the quotes list view, you can see the difference between what was originally quoted and what has been invoiced. For that, click on the View button, then open the Data columns list, tick Difference and click Display. Hover on the colored dots to see the status of the documents.
Read more on how to add and modify an invoice.
Partial prepayment invoice
Prepayment invoice can be used as a middle step between an initial quote and the final sales invoice. For example, after your client has accepted your offer (quote), you may ask them for a prepayment for some of the services or a certain percentage of the quote to confirm the order. To save time and effort, create the partial prepayment invoice straight from the quote.
Open the original quote confirmed by the client. In the quote detailed view, click on the button Use data on quote to … and select Create prepayment invoice. After that, click Select lines for partial invoicing and Proceed.
Select the service(s) or a certain percentage you would like to invoice and Proceed. In the prepayment invoice view check if everything is correct and Save.
To see the list of all prepayment invoices, go to Invoices > Prepayment invoices.
Once you’re ready to create a final sales invoice, open the prepayment invoice and click Use data on prepayment invoice to ... and then click Create invoice.
While saving the invoice, a pop-up is shown with the option to use the prepayment. If you click Yes, the invoice sum is automatically deducted from the prepayment balance.
If the customer has made multiple prepayments or you wish to use only a certain amount of the prepayment to cover for the invoice, select No.
Read more on prepayment invoices and the prepayment balance.
Partial scheduled invoice
A scheduled invoice is not an actual invoice, it's more like a rule for Scoro to automatically create an invoice for a scheduled time. It is convenient to use scheduled invoices if you offer monthly or other recurring services to your clients.
For example, the client has accepted your offer. One of the offered services is a monthly consultation for three months. Just create a partial scheduled invoice from the original quote and Scoro will automatically compile and send it out each month.
Open the quote you want to create a scheduled invoice from. In the quote detailed view, click on the button Use data on quote to … and select Create scheduled invoice. After that, click Select lines for partial invoicing and Proceed.
Select the service(s) you want to invoice and Proceed. In the scheduled invoice view choose the issue interval, invoice date, the date of last issue and decide whether the invoices are sent out automatically or not. If everything is correct, click Save.
To see the list of all scheduled invoices, go to Invoices > Scheduled invoices.
When the scheduled invoice is compiled, it’s also visible in the Invoice list.
Read more on scheduled invoices.