How can I invoice a customer for 50 percent of a job and how can the remaining 50 percent be added to the invoice later?

Problem

You need to invoice a customer for half of a job's total initially and add the remaining half to the invoice at a later time.

Solution

Use Project Invoices

1. Add the job to a project.

2. Go to the project and select Add Invoice from the Actions menu.

3. Create a new invoice and add a task for 50% of the amount.

4. Send the invoice to the customer.

5. After receiving payment, unapply the payment from the first invoice and apply the payment to the final invoice.

Note: If your account does not have the Add Invoice option in the project actions menu, consider collecting the deposit on the sold estimate. For more, see Collect a payment or deposit.