Invoicing by phase - D-Tools Forum

modlivingtech · 02-21-2011, 11:42 PM

I have a large new-construction project that I've created a full proposal for (rough-in, trim, finish).

Due to time issues with other subs, and minds changing, etc. I'd like to break-out the phases and invoice individually.

i.e., I'll filter "Rough-In" and send that portion for signature, get the deposit, finish the rough-in and collect final payment.

Then when they're ready for "trim" do the same and then finally the same for the finish portion.

Is this a good idea and what is your suggested approach?

Thanks in advance!

gvoyzey · 07-01-2011, 10:49 PM

I would also like to see this feature.

We invoice every job with initial payment, fit-off invoice, final install invoice and final payment. We currently produce these invoices in MYOB manually. I'd love to have them generated by D-Tools using report designer.

prudence12 · 07-19-2011, 12:29 AM

This features is so needed. I hope this get added and refined.

**Dave Kirn** · 07-19-2011, 02:31 PM

This is currently a feature in QuickLinks - when you are creating an invoice to transfer to QuickBooks instead of selecting all items you just select the phase that you are wanting to invoice and only those items will be pushed over.

If you are not using QuickLinks, you just need to create a proposal and filter it for only the phase that you want to invoice and it will only show those items.

Of course you need to make sure that your data is good and you have phases set for every product