I know a way how you can create a partial invoice from an estimate, pgeissler.
We'll have to turn on the Progress Invoicing feature so the system lets you choose how much to invoice. Here's how:
- From the Gear icon, select Account and settings.
- Go to the Sales tab.
- Click the pencil (edit) icon on the Progress Invoicing section.
- Toggle the Create multiple partial invoices from a single estimate button to On.
- Click Save, then Done.
From there, you can start creating partial invoices from the existing estimate.
Furthermore, in case you want to manage estimates and invoices through your phone, you can check this article: Track the status of invoices.
Don't hesitate to post a reply whenever you have concerns about managing your transactions.
