All Collections
SynkedUP Web App
Billing & Invoicing
How to Create a Progress Payment Invoice
How to Create a Progress Payment Invoice

Create an invoice for a progress payment for Quoted Price, T&M and Flat Rate Pricing Type jobs

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

So you've already created a down payment invoice and you're ready to send the next invoice. This tutorial will show you how to create an invoice for another partial payment.

Step by Step:

Step 1:

Click on Projects on the main sidebar, then select the project you want to invoice.

Step 2:

Click on the Invoicing tab of the job.

On this page, the amount labeled Unbilled shows the remainder of the amount to be invoiced. The Outstanding amount has already been invoiced but not yet paid, and Paid shows you the total payments made on the job.

Step 3:

Click on the green Create New Invoice button.

Step 4:

Turn on the toggles for the workareas you want to include in the invoice. On the right, you can see the billable amount as well as the amount already invoiced.

For a Quoted Price workarea, you can then edit the amount you want to invoice. Enter the due date and make sure the other settings are according to your preference. Then click Create Invoice.

For a Time & Materials workarea click on the Select items & labor by Visit button. This allows you to select visits or individual items on a visit to add to your invoice. The total of the selected visits/items is in the upper right-hand corner of the popup.

Click Create Invoice.

Step 5:

You can then open the invoice in QuickBooks and send it to the customer, or else close the popup and click on the Invoice and then click the orange Email Invoice to Customer button and send it from SynkedUP.

That's how to you create a progress payment!

If you have any questions, drop us a line in the blue chatbox.

Did this answer your question?