Deposit / progress / final presets

One click fills the invoice with a deposit, progress or final draw off a base amount — or with nothing but the selected change orders.

What it is

Five bill structures: Custom (default), Deposit 30%, Progress 40%, Final 30% and Change Orders Only. The percentage presets need a base project amount and produce a single labelled line ('Deposit (30%)'). CO-Only replaces the line set with the currently-selected approved change orders, in summary or detailed mode.

Also called: 30/40/30 · deposit invoice · progress billing preset · change orders only invoice

See it
Deposit / progress / final presets
Prepared for
Ivy Brubaker
1140 Ridge Line Rd · Fair Play
Shell package$34,782
Concrete & site$10,098
Doors & windows$6,732
Trim & finish$4,488
Total
$56,100
Signature
The preset selector row with the base-amount field, and the single 'Deposit (30%)' line it produces below. src/components/invoices/InvoiceEditor.tsx. Sample data — no customer information appears here.
How it works
  1. 1Pick a preset; applyPreset() either computes base × pct into one labelled row, or calls changeOrdersToLineItems for the selected COs.
  2. 2Percentage presets refuse to run without a base amount and say so instead of producing a $0 line.
  3. 3The generated rows stay fully editable afterwards.
Why we built it

Almost every bill on a construction job is one of a few shapes — a deposit, a progress draw, the final, or nothing but the extras. Building each one from an empty list meant retyping the same structure on every job. Choosing Deposit, Progress, Final or Change Orders Only fills the line items in, and it is the quick route for jobs that never had a formal payment schedule attached.

The problem
  • Retyping the same deposit/progress/final structure per job.
  • Building a change-orders-only bill by hand.
Sound familiar?
What you get
A deposit invoice in two clicks.
A clean change-order-only bill without hunting for the numbers.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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