Invoice larger jobs in instalments, record retention and track open amounts.
Protect cash flow on large jobs.
For larger jobs you create a payment plan right in the job: instalments by progress and a final invoice.
Each instalment becomes a progress invoice with one click. The status shows what is paid, invoiced or still planned. Retention with a release date can be recorded as well.
Progress invoices appear in the invoice list with their own label.
Open and partially paid instalments show up in the open items – right up to the final invoice.