Overview
There is no locked contract total. Instead, invoices are generated based on the actual paid supplier and subcontractor bills, plus timesheet costs that have hit the job. You can lock your estimate but easily unlock to make changes.
A markup percentage can be set on the job and applied automatically to each bill and timesheet amount being charged to the client.
You can attach the bill or timesheet PDF to the client invoice so the client can see exactly what they're being charged for and why.
A Cost Plus job can be created even without a completed estimate- the budget will just start with no costings.
Create an Invoice
Navigate to Jobs > select the relevant Job > Job Financials > Client Invoices, then click +Invoice or +Deposit in the top right-hand corner of the screen.
Optionally, set the issue date by clicking the
icon next to Schedule Send. 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. 
Add in your items to the invoice:
Bill costs- click
đĄTip: If a bill isn't showing up in the list, check that it's set to status Paid or Approved for Payment. Under Job Financials > Bills look to the status column on the right side.
Timesheet entries- click
and select the individual entries to include, then close the pop-up.You can also add catalog items or custom line items. For custom items edit the description and markup for full flexibility over what appears on the invoice.
Preview the invoice line by line, then either Save Draft, Save and Schedule or click Save and Send to send to your accounting software for processing.
â ď¸ A pop-up will give you the option to send a PDF copy directly to the customer. To avoid sending duplicate invoices, we recommend sending only from your accounting software.
Deposit Invoices
To create a Deposit Invoice, Navigate to Job Financials > Client Invoices and choose
.
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 Deposits area of your draft client invoice and choose 
to open the side menu. Choose the deposit by check marking. Then enter in the percentage to be claimed.