Create a Pre-Delivery Invoice
Related Documents
Create Pre-Invoice
You cannot print an Invoice until either the estimate has been invoiced or the Folder has been delivered. You are able to print a "Pre-Delivery Invoice" if you need a copy before delivery.
From the estimates tab, select the estimate and click the "Create Pre-Invoice" button
Click Print on the Folder button bar to open the Folder print screen.
Under the Sales Invoices, section you will see an Invoice available to print (notice that the "Inv Date" is blank because you have not actually invoiced the estimate/Folder). This blank date indicates that it is a "Pre-Delivery Invoice".
The Invoice will also say "Pre-Delivery Final Invoice" at the top of the page.
Once the estimate/Folder has been invoiced, it will populate with the Final Invoice. To see the "Pre-Delivery Invoice", check the "Show History" checkbox.
