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Invoices for projects

Hi,

I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.

It's possible to create this funcionallity for a IT services companies?

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  • GABRIEL ALCARAZ commented  ·   ·  Report

    Applicable to any lump sum project (Total Project Cost) with percent completed or phased invoicing. Solution via project budget feature feasible.

    Estimate work around ...works, but concur with Anonymous,...clumsy process.

  • Anonymous commented  ·   ·  Report

    I utilize ESTIMATES, and then send partial invoices to the client. My current, clumsy process:

    Create Full Estimate
    Change Estimate to Invoice
    Update Invoice to reflect 1/3 up front payment
    Clone Invoice twice for middle and final payment.

    The process works, and does require some human input if there are multiple line items... but I imagine the amazing zoho team could provide some support to simplify.

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