+1
Partial invoice for client - best practice when full invoice will be sent later?
We have a situation where a client "paused" some projects, and we need to invoice for the part of the work completed already. These projects should theoretically resume, in which case the partial amount invoiced/paid would count as credits toward the full invoice upon project completion. However, it is possible one or more projects may be cancelled altogether.
Wondering if anyone has similar experience, and how to go about sending a current invoice for less than the full amount, then later sending the full invoice and showing the credit. Is it best to send it from QuickBooks now (we have the integration)? We invoice on the overall project level, not the language-task level.
Thanks for any suggestions!
Customer support service by UserEcho
For similar situations we've used the prepayment options in XTRF. Not ideal, but it works. We will send an invoice using the prepayment option and then when/if it's time to close out the project, XTRF will automatically ask us about applying the prepayment to the final invoice. However, our default template doesn't show this data, so we have to use a different invoice template.