Overview
The total contract amount is locked in, giving the client price certainty.
Invoicing is done through progress claims. You can claim a percentage of the whole job or claim percentages against individual cost groups or cost codes(Percentage Complete) whichever level of detail was shown on the original proposal.
Change Orders can be claimed from within the client invoice screen.
Retention is available as an option (this is the "Percentage Complete" variant of Fixed Price). You set a retention percentage per invoice and a total retention amount and it's automatically held back from each progress claim until completion.
You have the option to lock the contract price at job creation or leave it unlocked and keep pushing updated estimate items through to the budget before locking it later.
You can generate an "invoice summary" first, a non-binding proposal showing the client or architect what you intend to claim, before issuing the actual invoice to QuickBooks.
š”You will only be able to add a deposit invoice if the Estimate is Unlocked. Locking your estimate allows you to issue a standard Invoice.
Create an Invoice
Navigate to Jobs > select the relevant Job > Job Financials > Client Invoices, then click + Invoice in the top right-hand corner of the screen.
Optionally, set the issue date by clicking the
icon. You can set the invoice trigger to a specific date, or to the start/end date of a schedule item. The due date is calculated automatically from your company-wide default payment terms. To change it manually, click the 
icon next to Due Date. 
Optionally, link the scheduled send date to a schedule item on the Gantt chart. When that schedule item is marked complete, the invoice will show as ready to send, prompting you to send the client invoice.
Add in your Invoice Items, on the All line enter either a dollar amount or a percentage (%) of the contract price you want to invoice to the client.
With Percentage Complete click next to All to expand all Cost Codes then enter the percentage of the cost code you want to add to the client invoice. You can invoice multiple cost codes.
To add a Change Order, you will see a Change Order section below Invoice Items. You can choose a percentage or enter a dollar amount to invoice only part of the Change Order.
š”Note: Only Approved Change Orders will appear in a Client Invoice.
Review the invoice then click Save and Send to open the Invoice Formatting drawer. This is especially useful when invoicing an architect or client who wants additional details shown on the invoice.
Customizing Your Invoice Layout
Claim Basis
Percentage of Contract format: shows a single line item using the invoice title. You can choose which columns display e.g. remove Previously Invoiced and Remaining to Invoice if you only want the claim amount itself shown.
Percentage of Cost Codes or Cost Groups format: breaks the claim down by cost code. Showing the code name plus contract value, previously invoiced, remaining to invoice, claim percentage and invoice amount each column can be toggled on or off individually.
Additional Customization
A Notes field lets you add context per claim (e.g. "As per discussion, doing 3.4% due to large items"). Notes are numbered and compiled into an appendix at the bottom of the invoice PDF for easy reference.
Toggle whether to show the contract and remaining amount invoice total at the bottom of the invoice.
Choose whether to send to your accounting software and/or email the client a copy, same as a standard invoice.
š” Tip: If you will reuse this format in the future tick the 'Make this the default for new fixed price invoices' option in the bottom left corner. To save you time on customizing in the future.
Deposit Invoices
To create a Deposit Invoice, Navigate to Job Financials > Client Invoices and choose 
ā¹ļø Deposit invoices need to be created and issued prior to locking your estimate.
The deposit invoice sits in addition to the contract or job total, it's not a claim against progress. So it's important to apply the deposit as a credit against a later progress claim invoice, otherwise your job totals will overstate what's actually owed.
To apply a Deposit Invoice look to the Apply Deposits area of your draft client invoice and enter in the dollar amount or percentage to be claimed.
Retention Invoices in Percentage Complete Jobs
The Retention percentage set up in job creation will automatically be withheld with each invoice and shown at the bottom of the screen with other totals until the total retention amount is met.
The retention invoice is created only to invoice the retention component due. Start by issuing invoices and when it is time, prepare and issue retention invoice(s).
Found under Job Financials > Client Invoices then choose 
