Create an Interim Billing Approval

Once you have confirmed a quote you can start thinking about invoicing. Our recommended invoice style is Interim. Interim Invoices are quicker to create, and do not contain any specific line-items, simply a description and an amount.

Typically, clients create an Interim Invoice for the 'First 50' and then another for the 'Second 50', however you can create as many Interim invoices as required on a Project, for any amount or percentage. You do not need to cost Jobs in advance with an Interim Billing Approval, and they can be created at any time.

To create a new Interim Billing Approval:

1. Open your Project
2. Click the green + icon on the Billing Approval box
3. Select the quote the Billing Approval is for
4. Enter either the percentage of the Quote or set amount you wish to charge (Do not enter both)
5. Check the currency is correct
6. Update the Details box, which will be visible on the Billing Approval / Invoice
7. Click Create
8. Your Billing Approval will open, you can edit additional details and/or print from here

You can make changes to a Billing Approval at any time until you convert it into an Invoice.