Cumulative Partial Invoices

Invoice what has been done

Larger jobs are invoiced in stages: after each stage comes a partial invoice for the work done. In GrandTotal you keep adding the work to the final invoice, which stays a draft until the end. Each partial invoice shows all work done to date and deducts the partial invoices already issued.

In the example, a bathroom is renovated in three stages and invoiced in three invoices (gross prices incl. 19% VAT, as is usual for a private customer):

Stage	Items	Amount
1st partial invoice	Demolition and disposal, plumbing and electrical rough-in	7,380.00
2nd partial invoice	Shower waterproofing, wall and floor tiles	4,311.00
Final invoice	Fixture installation, final cleaning	3,725.00

First partial invoice

Create the final invoice and enter the items of the first stage. In the final invoice's menu, Create Partial invoices → Cumulative by progress creates the first partial invoice. It bills everything the final invoice contains so far. Sending it locks its items and its amount.

Every further partial invoice

When the next stage is done, add its items to the final invoice and create the next partial invoice with the same menu item. It shows all work done so far and deducts the partial invoices already issued.

What the invoices show

Subtotals make the invoice easier for the customer to follow. Each stage closes with its own total, and that total comes back as a deduction on the next invoice.

Choose an invoice from the example.

Qty	Description	Unit price	Price

At a glance

Final invoice as a draft

It stays editable until the end and contains only work that has been done.

One menu item

Create Partial invoices → Cumulative by progress, in the final invoice's menu.

Each partial invoice shows the work done

All items to date, less the partial invoices issued.

Locked when sent

A sent partial invoice keeps its items and its amount.

Deduction at the end

The final invoice deducts all partial invoices issued.