Partial & Progress Payments
Updated over a week ago

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


Estimate & Invoice Preview

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

Click on Preview

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

Click on Email To Customer

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

Click on Payment Request Amount…

Invoice Settings

Another 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.

Click on Preview

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

Select Set Amount from 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.

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

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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.

Click on Percentage of Total Amount (%)

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.

Click on Amount Due:…

Invoice Actions

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

Click on Actions

Click on Generate Progress Invoice.

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.

Click on arrow_drop_down

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.

Click on 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.

Click on 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.

Click on Save

Video Tutorial


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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