Objective

At the end of these steps, you will have created a part invoice to act as a deposit or part payment

Steps

From an active task in AroFlo:

1. Click Invoices. 
2. Click Create Part Invoice.
3. Click the arrow next to Add Line Item > Add Calculated Line Item.
4. Enter the percentage you'd like to invoice:
   1. "Remaining Task Total" - This amount is referring to the Labour, Materials and Expenses currently booked on the job.
   2. "Quote Total" - This allows you to capture a percentage deposit before commencing a job.
   3. "Remaining Quote Total" - This amount refers to the remaining quote value to draw from for concurrent part invoices. AroFlo will track this amount for you until you run out of value, or you create a Final Invoice.
5. After confirming the percentage, click Set Total.
6. Modify the line item if necessary.
7. Click Status > Approved.
8. Click Save.
9. Click Email.
10. Click Invoices.
11. Click Send Email.
     

Summary

You will now have created a part invoice to act as a deposit or part payment.

Knowledge Areas

Quotes

Invoicing