💡 This feature is available from the Start plan.
Creating a deposit invoice
To create a deposit invoice in Shine Facture, you first need to have sent a quote to your client.
Once the quote has been accepted:
Go to Invoicing > Quotes
Click the three dots next to the accepted quote and select Create a deposit invoice
Set the amount of the deposit
Your deposit invoice will be created. You can then send it to your client
Creating a final invoice
To create a final invoice in Shine Facture, you first need to have created a deposit invoice for your client.
Once the deposit invoice has been created:
Go back to Invoicing > Quotes
Click the three dots next to the accepted quote and select Create a final invoice
A final invoice containing the remaining amount will automatically be created. You can then send it to your client
How do I set the deposit amount?
You can choose the amount of the deposit yourself.
You can choose between:
A percentage (%) of the total amount
A fixed amount
How do I accept a quote?
Send the quote to your client
Change the status of the quote to Accepted
Once the quote has been accepted, you can convert it into a deposit invoice