Let’s say you need to to create and send out an invoice with 3 phases as such:
Phase 1: $5000
Phase 2: $3000
Phase 3: $1000

The workflow would be to:

  1. Create Estimate (Proposal)
  2. Accepted Estimate and converted to an Invoice
  3. Custom amounts for product/service items on Invoice



You can run the “Estimates & Progress Invoicing Summary by Customer” report to see how much the balance is left from the original estimate.