You can generate Invoice PDFs that request partial payments for down payments, or progress invoices, by changing the 'Amount Due Displayed' on the invoice. There are 2 ways of doing this, which we'll show you in this article. You have three options for how the amount due is displayed:
- Remaining balance
- Set amount
- Percentage of total
The first way to turn on progress payments is when you're creating or editing an invoice. Go to Invoice then click 'Actions'. Click 'Generate PDF' then hit 'Preview' and find 'PDF Display Options'.
Then click the dropdown menu next to 'Amount Due Displayed':
Then select the way you'd like the amount due to be calculated:
With 'Set Amount' or 'Percentage of Total' you'll have to enter the amount or the percentage in the field below. Then click save.
The other method for turning on Progress payments is by clicking on the 'Actions' green bottom at the top right of an existing invoice and clicking 'Generate Progress Invoice'
In the window that pops up, again you'll select how your amount due is displayed in the dropdown menu, then click 'Save'.
Don't forget to set the 'Amount Due' for Set amount or Percentage of total.
The amount due will be displayed on the invoice PDF in this field:
Congratulations! You just learned how to take progress payments for your invoices. If you need any help with progress payments or installment invoicing please contact us at email@example.com