Send Pro-forma invoices | Feature Requests

Send Pro-forma invoices

in progress

Ivan Ikonomov

To be able to send pro-forma invoices before the job has been done in order the customer to be able to pay before the job has been finished

November 21, 2018

Simon Richardson

Has this been completed now?

Damien Knight

marked this post as

in progress

The ability to add a deposit in Workever is now in Progress with release due towards the end of August

Dan S

Merged in a post:

Take a deposit for jobs

Manesh Halai

Allow us to make invoices prior to jobs being completed so we can take deposit for jobs

June 8, 2023

Ycs Admin

Yes this option is very helpful. We need this option

Roger Blakemore

We have a work round which enables us through adding a project job to the main job and taking a deposit for the job through a saved cost item called Deposit for job, then completing this project job and raising deposit invoice. We then go to cost items on the scheduled job and put a negative value in as the deposit, leaving a residue amount on the future invoice.

It would though be very useful if the deposit invoice just said Deposit, as some customers think we are asking for the deposit again!

Damien Knight

marked this post as

planned

Tom Furniss

we really need this aswell

Dan S

Merged in a post:

Deposits

Belinda Brookes

To be able to take deposits on jobs prior to works commencing

June 1, 2021

Christopher Hicks

Deposits needed for securing pre booked work dates

Rhys Bartram

yes this is required, currently struggling without this feature.

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