Quotes vs invoices

Self-Hosted | v5
1

Looking for some advice on how to structure quotes/ invoices in the system

I typically quote for a number of days work, say 30. The customer then raises a PO accordingly. At the end of the month I invoice for the number of days used, say 10 and receive payment. Next month only 5 days might be used. Is it possible to somehow track or link multiple invoices to 1 quotation number?

2

Hi,

If you create the invoice by converting the quote the app will automatically link the two records.

3

But that will convert the full amount of the quote correct? I would only want to convert a certain amount of days off the quote if possible

4

You could either adjust the quote or adjust the invoice after it’s created.

1 Like