Before you start
- The quote is Accepted.
What you'll do
Bill an accepted quote without retyping anything. Zentive carries over the customer, services, prices, tax, and discount, respects any deposit already collected, and keeps the quote, job, and invoices linked.
Do this
- 1
Open the accepted quote
Financial Management → Quoting → click the row. The buttons at the top change with billing state: Create Invoice when nothing has been billed, Resume Draft when an invoice draft exists, View Invoices when the quote is fully billed.
- 2
Press Create Invoice
The invoice builder opens with the quote's lines. If the quote has a payment schedule, the invoice is prepared for the next unbilled milestone (deposit, progress draw, final balance) and shows the contract amount, already invoiced, and remaining after this invoice.
- 3
Review, then Save Draft or Send Invoice
Adjust payment terms, PO number, message, and delivery in the invoice builder. Save Draft keeps it linked to the quote so Resume Draft brings you back; Send Invoice delivers it.
- 4
Repeat for later stages
Each milestone becomes its own invoice. The quote page's Invoices on this quote panel tracks contract amount, invoiced, paid, outstanding, and remaining uninvoiced, and links every invoice number.
Other ways to bill the same work
From the job: when a crew completes the job, Zentive can draft the remaining-balance invoice automatically (Draft invoice when job completes on the job). From the invoice builder: Start with → From quote lists accepted quotes with unbilled value. All three paths land on the same linked invoices; nothing is double-billed because the quote tracks what has already been invoiced.
Did this solve your problem?
Contact Zentive support
Tell us what happened and what you have already tried. We will include this article so you do not have to start over.