Addition of down payments and partial payments, with calculation of the remaining balance on invoices

Users want to be able to record down payments, deposits (e.g., 25% of the project cost), or partial payments directly in Evalumo’s quotes and invoices, so that these amounts are automatically subtracted from the total (after taxes) and the remaining balance due to the client is clearly displayed. Currently, workarounds require using lines with negative pre-tax amounts or relying on external invoicing and accounting software such as QuickBooks. This feature is among the most popular requests, and the team plans to develop it natively in the short to medium term.

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board

Evalumo

Date

29 days ago

Author

Louis-Philippe Tremblay

Subscribe to post

Get notified by email when there are changes.