Creating an advance invoice

How do I create an advance invoice based on a quote or order form?

 

You can create advance invoices in Billit and convert them to a final invoice. To create an advance invoice you need to start from an existing quote or order form.

1. Creating a quotation or order form

First create a quote (or order form) via the menu 'Income' and 'Quotations'. Click the '+Add' button in the top right corner to create a new quote. Fill in all details and confirm with 'create quotation'.

Create an advance invoice in Billit

A new button 'Advance invoice' will appear underneath your quote. Click this and you'll get a pop-up with more info. By default, the total amount is filled in and the percentage is set to 100%.

Create an advance invoice in Billit

2. Fill in the advance invoice

Change the percentage to create an advance invoice for that part of your quote. The amount changes automatically. You can also change the amount instead of the percentage. The rate will adapt accordingly. After filling in the correct percentage or amount, you can confirm with 'Create'.

Create an advance invoice in Billit

To create an advance invoice based on an order form you follow the same steps but choose 'Order forms' from the menu 'Income' on the left hand side.

3. Multiple advance invoices and final invoice

You can create several advance invoices based on the same quote. When you create a new advance invoice, the pop-up will show a summary of the previous invoices, stating the amount and a link to the original document. The advance invoices are deducted from the total amount of your quotation. The total amount in the pop-up is therefore what has not yet been invoiced.

Create an advance invoice in Billit

When you've reached the total amount of your quote - whether or not spread over different quotes - a final invoice is created automatically.