Our policy when a customer places an order with us is that 100% of the software and 50% of the estimated services are due at the start of the project. How do I setup my products for this and invoice them?
Currently:
Software Invoicing Policy: Ordered Quantities
Services Invoicing Policy: Delivered Quantities (with Track Service as Create a Task and Track Hours) so the developer can register timesheets against the pre-paid hours, eventually surpassing the pre-paid hours whereupon another invoice should be sent to the customer).
Thank you
Thank you for your suggestion, but I don't see an answer in that thread? As stated above, my Sales Order will have Software that is invoiced on Ordered Quantities, and Services that are invoiced on Delivered Quantities. I have tried using the modal window you mention, but it does not contain an option I need. The "Invoiceable Lines" correctly adds the software to the invoice, but how would I add 50% of the services to the same invoice?