For this example, we have a $20,000 proposal with a $5,000 deposit applied. The customer wants to split the remaining balance between two equal $7,500 payments. This requires a little work on your end, but it is not hard.
1. Click on Proposal
2. Now we want to generate the invoices. Click the "Invoice" button to begin.
3. Switch over to "amount"
ℹ️ This is where it gets a bit tricky. When we generate the invoice, it's going to automatically add the deposit as a payment against it. So we need to generate the invoice for the deposit amount + the amount the customer is going to pay. In this case, we take the $5,000 deposit + $7,500 and get $12,500 as the invoice amount. Put that in the "amount" field.
4. Type "12500"
5. Click on Create Invoice
6. You will see the balance on this invoice is $7500. This can be sent to the customer to pay.
7. Click back on the proposal from the invoice .
8. Click on Invoice again to generate the second invoice.
9. Select Amount
10. Enter in $7,500 here.
11. Click on Create Invoice
12. Click back to the proposal and you will see you now have two invoices connected to the job. Both ready to receive payment.
13. Now you can see them both listed here
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