Pro-forma invoice for deposits | Feature Requests

Pro-forma invoice for deposits

complete

Barrie

After adding a deposit to a job you should also be able to generate a pro-forma invoice. At the moment you can only send a receipt to the customer.

Created by Dan S

August 20, 2024

Dan S

marked this post as

complete

Hello there,
Hope you are well.
Dan here from the Workever support team.
We are happy to announce that we have added the 'Pro-forma invoice' feature to the live system. 
Through this feature you will be able to send your customers invoices with the deposits they have paid without having to mark the job as Completed.
I recommend checking out the article below on the Pro-forma invoice feature:
https://help.workever.com/en/articles/11776173-how-to-use-pro-forma-invoices-in-workever
Feel free to come back to us via chat  if you have any questions.
Kind regards,
Dan

Dan S

Merged in a post:

Pro forma invoices

Greg Pounds

Have an option to create invoices for un-completed jobs for specific amounts, deposits or cost items.

September 13, 2024

Myles Watkins

Yes, I don't use the deposit feature because of the lack of invoice

Rhys Bartram

Yes i agree, the expectation was Deposits would have included this but did not.