The goal of this article is to provide you with a big picture overview of the normal workflow of invoicing for a Project through the SynkedUP system. That way you can glance at this, get some perspective for how things are designed to flow, and go jump in wherever you need to for additional info or training.
Workflow:
Create a down-payment invoice from an Estimate (unsold Project)
(Optional) Create "progress payment" invoices as the Project progresses.
Create an invoice to collect the final remaining balance due upon completion
Let us know if you have questions! Drop a line in the blue chatbox.