Using estimates and invoices, you can request partial payments, deposits, or progress payments. There are three methods outlined below to achieve this result.

Select or create the estimate/invoice that you would like to take payment on. Select Preview to generate the estimate/invoice.

Once the PDF has been generated, select Email to Customer.

Scroll down and request a specific dollar amount or percentage of the total estimate amount.

The first way to collect partial or progress payments is when you're creating or editing an invoice. Begin by clicking on the invoice record, then select Preview.

Once in the invoice preview, select the text next to Amount Due Displayed.

You can now select what payment you'd like to collect from your customer: the remaining balance on their invoice, a set dollar amount, or a percentage of the total invoice.

If you select Set Amount, you'll then need to enter the dollar amount you'd like to collect in the Amount Due field.

If you select Percentage of Total, you'll then need to enter the percentage amount you'd like to collect in the Amount Due field.

Once you make your changes, your invoice preview will reflect the new amount due. You can now email the invoice to your customer or collect payment on site.

The second method for collecting partial or progress payments is by clicking on the invoice record, then selecting Actions.

Click on Generate Progress Invoice.

In the pop-up window, you can now select what payment you'd like to collect from your customer: the remaining balance on their invoice, a set dollar amount, or a percentage of the total invoice.

If you select Set Amount, you'll then need to enter the dollar amount you'd like to collect in the Amount Due field, then press Save.

If you select Percentage of Total, you'll then need to enter the percentage amount you'd like to collect in the Amount Due field, then press Save.

A PDF preview of the invoice will now pop up. You can adjust the display options, email the invoice to your customer, save the PDF to the invoice record, or discard it.