Stage/Progress Payments
Sorry if this question has been asked, i couldn't see anything when searching. We are a Electrical and Solar contractor and I'm trying to find the best way to do stage or progress payment invoices on...
Forum Discussion
Hi there, thank you for the question! Jobber has a Lab out now for Progress Invoicing, if you are interested in trying it out, please go to the gear icon in the top right of getjobber.com > Jobber Labs > “turn on” Progress Invoicing (Beta). From this page, you can submit feedback on how you find it directly to the team.
Alternatively, a workaround our customers have been using is as follows:
- use the quote to collect the deposit/first payment
- convert to a job
- When you’re ready to take the next payment click more actions to generate an invoice (the deposit will automatically carry over)
- Add a negative line item to the invoice for the amount not yet due and this will leave the invoice with the payment owing amount
- Send to the customer and let them pay
- When the time for the next payment reopen the invoice and either adjust or remove the negative line item and collect the amount.
