Invoicing in installments

mark 3 years ago updated by Alexandros 3 years ago 2

When you have a large project, how to others use XTRF to pay invoices in installments? I looked in the knowledge-base but I couldn't find anything. I don't want to recreate smaller projects out of a large project, but I'm sure there is a way to do this that I haven't figured out yet. Any experience on this out there?

When I have a large project that spans over many months, I work out monthly billing with the client and I invoice them for only the tasks that have been delivered that month.  I also track the project on the side with a spreadsheet to make sure that nothing is missed.

We usually invoice the tasks we want to and wait for the rest. You can do that either through the project level Finance tab, or through the Add Invoice button on the top bar (and then you only select the tasks you want instead of all).