3 invoices from one estimate

How can i generate 3 invoices from one estimate.

On a project we have 2 - 3 valuation periods relating to same estimate, is there a way to automatically invoice in stages leaving final balance to be invoiced?

Either invoice number 1001A, 1001B and so on, but linking estimate to all created invoices?


Hi @pelican

It’s not possible to do this directly (there’s a discussion on this here), however you can use a small workaround.

  1. With the estimate, convert it to an invoice and tweak it for your current invoice
  2. Go back to the estimate and go to More Options >> Change Status >> Agreed
  3. Edit estimate if you wish to account for the changes, or add notes at the bottom
  4. Repeat as required

Hope that helps

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