On Cloud, you can create an invoice for a project payment milestone with a partial amount of the milestone. This is when you want to collect the complete payment for the milestone over multiple invoices.
If you want help with creating an invoice, check out this article.
To create an invoice with a partial amount:
1/ Enter the partial amount in the Subtotal column of the payment milestone in the invoice creation modal. Cloud will update the tax and total amount accordingly.
2/ Create and share the invoice. When the amount is deposited, the Status column for the payment milestone will show "Partially Paid."
When you next click the "New invoice" button at the top of the Project Payments table, the invoice modal will display the balance amount for the payment milestone.
You can create an invoice for the outstanding balance and share it. When the balance amount is deposited, the Status column will show "Paid," and the Invoice column will show the invoice numbers of both invoices.
In the following screenshot, the deposit was collected over two invoices, and the prewire materials payment milestone is only partially paid.
