You don’t have to invoice everything you’re owed at once. You can invoice part of it now and the rest later, for example when you bill a client in stages as work is delivered.
Create a Partial Invoice
Create an invoice draft as usual: from Financials > Invoices, or from the Invoices tab of a project or budget, by clicking Invoice.
👉 See Creating and Managing Invoice Drafts for each step.
On the draft, lower the quantity of a line item to the part you want to invoice now.
Example: your team worked 20 hours on a service, but you want to invoice 18 now. Change the quantity to 18, and the line item total goes down to match.
Invoice the Rest Later
When you’re ready, create another invoice for the budget and choose the Remaining amount invoicing method. It picks up what hasn’t been invoiced yet: in the example, the other 2 hours.
You can invoice the remaining amount whenever it suits your cash flow.
👉 Learn more in Understanding Invoicing Methods.
Good to Know
You can change line items, including their quantities, while the invoice is a draft.
To invoice a share of the whole budget instead, use the percentage invoicing method, % of total amount.
👉 For corrections you make to invoices of the same budget again and again, see Invoice Amount Correction.
👉 To bill a client before work starts, see Creating an Advance Payment.