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mtkhan

How do you generate a 75% invoice from quote

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Hi All

I'm a new Sage One accounting software user. If you have a quote generated on Sage One, and after the customer accepts quote and you want to convert quote to invoice, is there a way to generate only a 75% deposit invoice that must pay against initially at beginning of project, and then later when project is complete, generate a 25% final invoice. I can't seem to find an option to do partial invoicing. Or is there another way to do this?

Please assist, thanks in advance

  • +1
    verified answer

    Good Day , 

    Unfortunately there is no automatic option to calculate the deposit amount on an invoice , you can however state the deposit required on the note section of the quotation and then add a second line on the invoice using a deposit account when the invoice is processed. 

    Alternatively you can add a calculated field using the Accounting Custom Layout Designer.

    Please click here for more details regarding the layout customisation.

    Regards 

    Katherine 

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