Bill a quote in stages

A big job is rarely one invoice. You quote $20,000 for a bathroom, take 30% when the customer signs so you can order the fixtures, bill 40% at rough-in, and bill the rest when you finish. Progress billing raises each of those as its own invoice against the same quote, and keeps count of what is left.

1. Go to Invoicing, then Quotes, and open the quote.
2. Choose Bill a stage.
3. Say how much this stage is for, in one of three ways:
   • Percentage of the quote, which is the usual way to bill a stage
   • Amount, when the stage is a fixed figure such as the cost of the materials
   • The rest, which bills everything still outstanding
4. TALISK_HQ raises the stage as a draft invoice and opens it. Send it as you would any other.

The quote stays open and shows what has been billed and what is left, so you can come back to it at each stage. Those figures are before tax, because each stage carries its own. Once you have billed all of it the quote closes on its own.

Use "the rest" for the last stage

If you bill three stages of 33.33% on a $1,000 quote you have billed $999.99, and one cent sits on the quote forever. Choosing The rest works out the remaining balance by subtraction instead, so the last stage always lands exactly and the quote closes properly.

Tax is worked out at the date of each stage

A stage billed in June and a stage billed in October are two separate supplies. Each invoice carries the sales tax rate in force on its own date, which is the same rule TALISK_HQ follows when you convert a whole quote. The price your customer agreed to does not change; only the tax on top of it can.

If you go over the quoted amount

TALISK_HQ refuses a stage that would take the total past what you quoted, and tells you how much is left. That is almost always a percentage entered twice or a final invoice raised for the whole job after you had already billed some of it. If the work genuinely grew, the honest answer is a new quote for the extra, so your customer sees the change. If you do want to bill over the quoted amount, confirm and TALISK_HQ will raise it.

Deposits and stages work together

If the customer paid a deposit up front, apply it to whichever stage invoice you like. The deposit reduces what that invoice is asking for, exactly as it would on any other invoice.

A declined or cancelled quote cannot be billed

If your customer said no, or you withdrew the quote, Bill a stage is not offered and TALISK_HQ refuses the request. Billing against it would be invoicing work nobody agreed to. If the job went ahead after all, raise a new quote for what was actually agreed.