An interim invoice is basically a normal invoice that is issued for an exact, definable partial service that has already been completed.
(For example: A bathroom of a flat is completed as the first part of a project.)
Important: Interim and final invoices can only be created as part of a project.
Create an interim invoice
Open a draft invoice as usual. In the invoice draft, select the option of interim invoice in the "Invoice type" field.
The content of this draft won’t differ from a normal draft invoice. Add the desired service groups and items as usual, check the preview, then finalise the interim invoice by clicking the "Complete" button.
Create a final invoice
A final invoice can only be created if there is at least one completed interim invoice in a project. Only finalised interim invoices are included in the final invoice.
Additional service groups and services can be added in a final invoice draft. All service groups and services from the finalised interim invoices are automatically transferred to the final invoice. However, these are only visible in the PDF preview and in the final document.
The service groups and services from the interim invoices are listed in chronological order at the beginning of the final invoice. This is followed by the service groups and services that you have added in the final invoice. The lower part contains the calculation of previous interim invoices.
Create interim and final invoices from a quote
Of course, you can also create interim and final invoices from a quote. To do so, create the invoice as usual and select the invoice type "Interim invoice".
Go here to find out how to create an invoice from a quote.
Next, delete any service groups and services from the draft that you don’t want to bill in this particular interim invoice.
You can also create a final invoice from a quote. In this case, delete all services from the draft that you have already billed via an interim invoice. The remaining items and all additional items added will be calculated into a remaining total. Use the preview feature to check that you aren’t billing any items twice.
Multiple interim and final invoices in one project
It’s possible to have multiple packages of interim and final invoices in one project. However, only one final invoice can be processed at a time in draft mode.
To create another final invoice, the previous one must first be finalised.
Cancelling interim and final invoices
If you wish to cancel interim invoices and cumulative final invoices, the completed final invoice must always be cancelled first before the interim invoices it contains can be cancelled individually.