Overview
Partial Invoicing creates progress invoices against a sales order, with running totals tracked automatically across "Invoiced to date" and "Remaining to be invoiced". Each partial invoice can be previewed, printed, or emailed from the order, with the same three actions available on a full invoice:
Preview: Opens a new browser tab with a view-only copy of the partial invoice.
Print: Opens a printable version in a new tab. Updates the connected accounting package in real time when an accounting integration is enabled.
Email: Sends the partial invoice PDF to the selected contact, with a hyperlink to view it online. Updates the connected accounting package in real time when an accounting integration is enabled.
👥 Access Permissions
Only Administrators, Power Users, and Standard Users can invoice a job or order. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a sales order >
OptionsSales>Sales Orders> select a sales order >OptionsSales>Customers> select a customer > search and select a sales order >Options
💡Tip
The layout of partial invoices can be customised via
Settings>Document templates.
✋ Warning
A warning appears when generating a partial invoice on a sales order that already has a full invoice. This helps prevent duplicates in the connected accounting package. Partial invoicing can still proceed if required.
Accounting integration settings
Two settings under Settings > Integrations control how partial invoices interact with connected accounting packages (MYOB, QBO, Xero).
Send newly-created Factory partial invoices to your accounting package
Enabled: Partial invoices are sent to the accounting package as new, additional invoices.
Disabled: Partial invoices remain in Factory only. Nothing is sent to the accounting package.
Delete original order in accounting package when partial invoice generated
Enabled: When a partial invoice is generated for an order, the original order in the accounting package (created when the order was first submitted) is deleted. This prevents double-counting.
Disabled: The original order remains in the accounting package alongside the partial invoice.
Generate a partial invoice
Four invoicing methods are available, depending on what the partial invoice should cover:
Each method follows the same flow with one method-specific step at step 4.
Invoice specific line items
Invoice individual line items with custom amounts or percentages.
Ensure the job or order is not in Draft status.
Go to
Options>Partial Invoice.Edit the Invoice date if needed.
In How do you want to invoice, select
Invoice specific line items. Tick the line items to invoice and enter the invoice amount (dollar value or percentage) for each.Select
Options>Preview,Print, orEmail. (For email, see Email a partial invoice for contact and attachment options.)
✋ Warning
This method is disabled when discounts are applied to the order, to maintain accuracy.
Invoice a specific dollar amount
Enter a fixed dollar value to invoice from the total order.
Ensure the job or order is not in Draft status.
Go to
Options>Partial Invoice.Edit the Invoice date if needed.
In How do you want to invoice, select
Invoice a specific dollar amount. Enter the dollar amount to invoice.Select
Options>Preview,Print, orEmail. (For email, see Email a partial invoice for contact and attachment options.)
Invoice a percentage of total order value
Invoice a set percentage of the full order value.
Ensure the job or order is not in Draft status.
Go to
Options>Partial Invoice.Edit the Invoice date if needed.
In How do you want to invoice, select
Invoice a percentage of total order value. Enter the percentage of the order to invoice.Select
Options>Preview,Print, orEmail. (For email, see Email a partial invoice for contact and attachment options.)
Invoice remaining amount
Automatically invoice the outstanding balance based on prior partial invoices.
Ensure the job or order is not in Draft status.
Go to
Options>Partial Invoice.Edit the Invoice date if needed.
In How do you want to invoice, select
Invoice remaining amount. The Amount to be invoiced auto-populates with the outstanding balance.Select
Options>Preview,Print, orEmail. (For email, see Email a partial invoice for contact and attachment options.)
📝 Note
"Invoiced to date" and "Remaining to be invoiced" amounts are tracked automatically across every partial invoice on the order, regardless of which method is used.
Email a partial invoice
When emailing a partial invoice, additional steps are available for selecting a contact and reviewing attachments.
After choosing the partial invoicing method (steps 1–4 above):
Choose a contact from the list. To add or change a contact:
Click
add contactto include a new contact.Click
editto update an existing contact's name, email, or phone number.
Review the attachments. Files auto-attached from the Collaborate tabs of the selected customer and the added products appear in the Attachments list automatically. To add more, click
add attachmentto upload new files.Select
Options>Email.
💡 Tip
Configure the default email message in
Settings>Invoicingto avoid retyping the same content each time a partial invoice is sent.
📝 Note
The total email size (message and attachments combined) cannot exceed 20 MB.
View a generated partial invoice
Open the relevant submitted sales order.
Hover over the Partial status under Invoiced.
Click
viewon any listed partial invoice.
Delete a partial invoice
Ensure the job or order is not in Draft status.
Hover over the Partial status under Invoiced.
Click
×on the listed partial invoice.Confirm deletion in the pop-up prompt.
📝 Note
When a partial invoice is deleted, it is no longer factored into the invoiced or remaining amounts on the sales order.
Accounting integration sync
When Send newly-created Factory partial invoices to your accounting package is enabled under Settings > Integrations, printing or emailing a partial invoice triggers a real-time sync to the connected accounting package (MYOB, QBO, or Xero).
After the sync completes, the accounting package's order number appears on the order details page next to the Invoice status, with the status updating to Partial.
📝 Note
Previewing a partial invoice does not trigger an accounting sync. Only Print and Email push the invoice to the accounting package.