15 votesNicolas Giuristante supported this idea ·
An error occurred while saving the commentNicolas Giuristante commented
This is somewhat implanted with retainer invoices but is kinda sketchy right now. A better workflow would be to create/associate retainer invoices on the fly in an invoice of choice. That being said, there is a way to create partial payment for your customers the right way. Remember people, an invoice is considered FINAL. Partial payments are another story as they must have scheduled payments:
- Simply create an estimate
- DO NOT convert it to an invoice yet, mark it as accepted instead
- Create a project and link the estimate to the project
- Create a retainer invoice for this project, write down in the description the percentage of the total amount
There can be an unlimited amount of retainer invoices except for the final payment, where you finally convert that estimate to an invoice. Remember, an invoice is final. Apply the retainers made for this project so the total of the invoice will subtract past payements. Therefore all that is left is the final payment which have a due date on the invoice.
Hope it helps some people.