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.
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