When you go to create a first-time invoice for a new job there are two ways you can do that. You can either generate a Down Payment Invoice or a regular Invoice.
Down Payment Invoices are generated from "UNSOLD" jobs, while regular Invoices are generated from "SOLD" jobs. When a down payment invoice gets paid, SynkedUP will automatically mark that job as "SOLD", and any further invoices for that project will be regular Invoices.
The following video goes into detail on how to generate both types of invoices.
Step by Step:
Open the job that you want to generate an invoice for.
If the Sold toggle is turned off, you can go to the Invoicing tab to create a Down Payment Invoice.
If the Sold toggle is turned on, you can go to the Invoicing tab to create a regular Invoice.
If you wish to make a change, just hit the toggle and then click Save.
It doesn't really make a difference which option you choose. There are a few minor technical details that differ in QuickBooks, but other than that, they do the same thing.
If you turned on the Sold toggle, you will see a green Create New Invoice button.
If you didn't, you will see a Create Down-Payment Invoice button instead.
Once you click on one of the Create Invoice buttons, you will have the same options. The only difference is that the Down-Payment Invoice popup prefills the amount due as a partial amount, while the regular Invoice popup includes the full amount. You can change the amount to whatever you wish to bill up-front.
Toggle on the workarea that you are billing for and click the blue Create Invoice button.
From here, you can click the blue Open Invoice in QuickBooks Online button and send the invoice from QuickBooks.
If you created a Down-Payment Invoice, the job will become marked as sold as soon as the Customer pays the down payment invoice.
If you have any questions, let us know in the chatbox!