How to Generate Sub-invoices against actual Progressive invoice

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Go to the action buttons.

There are multiple options given on the top right-side of progressive invoice page, like given below:

These are buttons given to perform following actions, like

Download PDF—The user can download the PDF to download the ledgers in the form of a PDF.

Delete – if you want to delete the progressive invoice, the delete button is given; click on it, and your invoice will be permanently deleted. But once you create any sub-invoice against the progressive invoice, the system will not allow the user to delete the actual invoice.

Edit – if you want to do any changes, there is an edit option given. Click on it, and it will allow you to edit the information.

Duplicate—if the user wants or needs the same actual progressive invoice twice or multiple times, click on the duplicate button; it will allow the user to generate the specific invoice again.

Generate Invoice

Procedure

Click on the generate invoice button. When you click this button, the system navigates you to the progressive invoice page.

This page allows you to create invoices up to the allowed progressive quantity.

All relevant information from the main invoice is auto-added.

Make the required changes and click Save to generate the invoice.

The newly created invoice is recorded under the selected progressive invoice as a sub-invoice.

The invoices are also appearing separately in the main invoices table along with their actual progressive invoice but with “unpaid status.”

Once the user receives the amount against the related sub-invoices (child invoices) to book payment against the invoice, it will automatically be marked as Paid once their respective amounts are fully settled.

However, the original main progressive invoice will remain unpaid until the entire project amount is completely received.

All details of payments, sub-invoices, and their status can be viewed within the main progressive invoice.

This ensures clear tracking of stage-wise billing while maintaining the overall project balance separately.

The below picture is provided for better understanding.

Once the quantity matches, the system will disable the Generate invoice option of the main invoice through which you generate the sub invoice.

To know more about payment procedures of progressive invoices, go and check the instruction given in How To Do Payment Against the Invoices given in the Invoice Analysis section. Because the payment method of all invoices is the same.