Fieldmagic provides the option of setting up a job to be billed as "Flexible Invoicing". Flexible invoicing provides the ultimate flexibility as it allows you to create invoices for either a whole amount or fractions of the overall amount and send multiple ad-hoc invoices as you see fit.
Step 1: Converting an Opportunity (Quote) to a Flexible Invoiced Job
Select Convert on your Opportunity:
Step 2: Enter in Key Details of Job
Enter in all the key details for your job.
This includes:
- PO Number (If Required)
- Billing Type (Defaults to Fixed Price)
- Job Type
- Select Winning Quote
Finally, select Convert to Job to create your Job.
Step 3: Generate a Job Invoice
Once you have scheduled your job, and are ready to invoice, select the Create Invoice button:
Step 4: Invoice is Flexible
You will notice that the invoice is flexible allowing you to enter in your own details and amounts:
