Yes. When you bill a job in parts over time, such as a deposit, progress payments and a final invoice, each part is its own invoice. Link them all to the estimate to keep track of what belongs to it. Only Administrators and Finance Managers can open estimates and link invoices.

  1. Create the invoice for this stage. For the first one, you can use Create Invoice on the accepted estimate and keep only the lines you're billing now. It's linked for you. See converting an estimate into an invoice.

    For later stages, create the invoice from Invoices as usual, or copy an earlier one.

  2. Open the estimate and choose Actions › Link to Invoices.

    The Actions menu on an accepted estimate for Harvest & Co., with Link to Invoices between Send Reminder and Create Invoice

  3. In Link Invoices to Estimate, tick Linked next to each invoice that belongs to this estimate. Invoices that are already linked are ticked.

    The Link Invoices to Estimate popup for EST 3 listing the customer's invoices INV 1 and INV 2, each with a Linked checkbox (not ticked yet), its issue date and amount, and Save and Cancel below

  4. Click Save.

Link to Invoices only appears once the estimate is Accepted or Invoiced. If your customer agreed outside Avaza, choose Actions › Mark as Accepted first. A draft needs Mark as Sent before that.

Which invoices are listed

The popup lists every invoice for the estimate's customer, whatever its status, with its Invoice No, Issue Date and Amount. Drafts and paid invoices are included. Invoices for other customers, retainer invoices and credit notes aren't. If an invoice is missing, check that it's for the same customer. An invoice can be linked to more than one estimate too.

What changes when you save

  • Linking the first invoice moves the estimate from Accepted to Invoiced. It moves to the Invoiced list on the Quotes/Estimates page, with today as its Invoiced Date.
The Invoiced list on the Quotes/Estimates page, with estimate EST 3 for Harvest & Co. and its Accepted Date and Invoiced Date
  • The linked invoice numbers show under Linked Invoices at the top right of the estimate. Click one to open the invoice. The invoices themselves don't show the estimate.
  • Nothing on the invoices changes, and Avaza doesn't work out how much of the estimate is still to bill. Compare the invoice amounts with the estimate total yourself.

Open Actions › Link to Invoices again, untick the invoice and click Save. When you untick the last one, the estimate goes back to Accepted, and its Create Invoice button returns.

This is also how you delete an invoiced estimate. Delete is greyed out while the estimate is Invoiced: untick all its invoices, save, then choose Actions › Delete.

Deleting an invoice removes its link as well, and the estimate returns to Accepted if no other invoices are linked. Voiding an invoice keeps the link.

To take a deposit before any work is invoiced, see collecting advance payments.