Invoicing > Free Type Invoice

Create a part invoice to invoice any amount of the order. You can have multiple part invoices, as many as required.

A part invoice does not list the products as a full invoice does. This is because you are invoicing a set amount, not set products. To invoice particular products you could invoice from the delivery note.

1.Open a sales order

2.Make sure it is saved so you can see the progress toolbar

3.Click the drop down arrow by Invoice and select Part Invoice (Create)

1.Right-click a sales order reference number

2.Select Invoicing & Payments

3.Select Part Invoice (Create)

The Sales Invoice (Free type) screen displays. (The left hand side displays any transaction history).

4. Select from the drop down box for Invoice What.
This displays preset payment amounts depending on how you set up payment stages.

5. Edit the invoice date if required

6. Input any free text as the content for the invoice. (Products will not be listed)

7. Enter the invoice amount either as a nett total or a grand total

With the Calculate VAT box ticked EQ will calculate the total

8. Click Save Invoice & Print to show the standard print options

The invoice is now stored in the Invoices tab of the customer screen and the projects screen and can be reprinted by right-clicking on it.

You can repeat the steps to produce multiple part invoices.

In order to complete the milestones you can tick the box to Show the invoicing as being complete for this order.