How to read quote billing (invoiced, credited, remaining)
Where to see it
On an accepted quote with a linked job sheet:
- Quote detail shows read-only rows: Quote total, Invoiced, Credited (if any), and Remaining to invoice (there is no separate “Billing summary” heading).
- Workflow step 5. Invoice shows linked invoices and buttons to create deposit, final, or proforma invoices when the job is done.
What each figure means
| Label | Meaning |
|---|---|
| Quote total | Accepted quote line items total (including VAT if enabled) |
| Invoiced | Sum of invoice amounts raised against this quote (deposit + standard; counts toward the quote cap) |
| Credited | Total of credit notes issued against quote-linked invoices (display only; does not increase how much you can invoice) |
| Remaining to invoice | Quote total minus Invoiced — what you can still put on new invoices |
JobSheet prevents invoicing more than the quote total across deposit and final invoices.
Typical flow
- Create deposit invoice — part of the quote total, marked sent/paid when received.
- Create final invoice — remainder after deposit.
- If the customer needs a correction on a sent or paid invoice, issue a credit note — Credited updates on the quote for your reference.
Proforma invoices do not count toward Invoiced in the same way for revenue reporting; use them for informational bills only.