In this step-by-step guide, we'll walk you through the process of requesting and sending a partial invoice to a client. This article will show you how to bill for a percentage of the total invoice amount and request a partial payment.
1. Click on "Finances"
2. Click on "Invoices"
3. Next click on "New invoice"
4. Now you can start to create your invoice
5. Give the invoice a title and include any additional details as needed in the memo section
The memo section can be used to add in specific payment instructions or payment terms
6. Click on "Bill for items"
7. Choose "Project scope"
In Materio, you can create an invoice for scope of work, hours your team has logged, expenses related to your project, or bill for any other costs related to the project.
8. At this point you can filter which items you want to invoice for using a variety of filtering options. Category/Scope/Status/Location.
In this example, we will choose the relevant category of work, plumbing, from your project scope
9. Use the "Slider tool"
If you only want to bill for a percentage of the remaining balance, use the slider tool or input the desired percentage (for example 50% for the remainder of the plumbing category). In this example, we already have collected some payment on plumbing items and this is indicated by the "progress" bars
10. Next, click "Add to invoice."
11. Then click "Send."
12. Record payment by clicking "Enter payment."
If you've received payment outside of Materio, like a check, you can enter the payment manually
13. Click "Save payment" to record the payment
If you collect payment through Materio, this is all done automatically for you
14. Check "Send payment confirmation."
If you wish to send a confirmation you've received payment
15. Click on "Save payment."
Following these steps, to easily request and send a partial invoice in Materio. The process allows you to bill for a specific percentage of the total amount and record partial payments received from clients.
Have questions? Chat with us or email us at hello@materio.co