The 'Convert to Invoices' feature allows you to convert an invoiceable from the various sections of the progress payment sub-tab, choose specific dollar values or percentages to charge for each invoiceable, also which line items to include (for a detailed invoiceable) and then create an invoice for your client.
NOTE: Only accepted variations are able to be selected in this method.
Start by clicking the tick box to the left on the invoiceable you want to convert to an invoice, this will display a pop up with 'Convert to Invoices' button. Once you have clicked Convert to Invoice, your invoice options will display.
Here you can:
- Select invoice date
- Select invoice due date
- Select your total invoice amount by dollar value or percentage (if you are only wanting to partially invoice the client)
- Select which line items of your detailed invoiceable you want to invoice as well as the dollar amount or percentage.
- Type a message for your Accounts team which will be included in the email notification to advise them the invoice has been requested.
Once you are ready to proceed, click on 'Approve Invoice' - this will create the invoice which will show on the Progress Payment and Invoice Out tabs. If you have Xero Connected, it will push to Xero as a draft invoice.
