Sometimes, you might need to raise an invoice for a particular percentage or straight dollar figure of a project. For example, you might take 50% of an project or $2000 up front to secure booking. Use part invoicing to do this.

In order to part invoice, you’ll need to have project invoicing turned on. Check out our guide to learn more about project invoicing: Invoice a project

From a project, click Invoice Project under Actions to bring up the Invoice Options pop-up.

For Invoice Type, choose part invoice and pop in either the percentage you’d like to invoice or the invoice amount. 

Current will automatically select all of the opportunities on the project at the top of this screen. The invoice source for a part invoice from a project is always the project itself rather than any particular opportunity on the project.

Once your invoice has been created, you can modify the invoice details as you wish. For example:

⚠️   If you amend the price of the line created as part of the part invoice process, this will adjust the amount that’s been part invoiced on the project. If you add additional lines to a part invoice, that amount isn’t included in the amount that’s part invoiced.

When you’re happy, you can issue the invoice, print any documents, or post to a cloud-based accounting package as normal. 

When you’re ready to create a final invoice, open your Invoice Options pop-up by clicking Invoice Project from the opportunity. 

Choose Final invoice as the Invoice Type. Current will let you know how much that you’ve part invoiced and the balance to invoice.

If you’ve created part invoices for opportunities on a project and created the final invoice for those, we don’t recommend adding additional opportunities to this project. Any further final invoices you create on this project will credit all of the part payments received again.

It’s really important to generate a final invoice because final invoices are used for revenue reporting.