Hi I want to be able to convert an estimate into an invoice but then only ask for the initial 50% deposit, what is the best way to do this, thanks
Hello @Johanna_Logan1
If you have an estimate with 2 lines
£500 deposit
£500 balance
£1000 in total
(Ignore vat on screenshot if not relevant)
- You would convert the estimate (Let me tweak first)
- Remove the balance line and add text explaining how/when the balance is due
- When it is due you would raise another invoice for the remainder
Or convert the full invoice and add text to say deposit is due now with balance due on …