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Estimating & Invoicing Schedule Requests

Follow the steps below to estimate, invoice and apply a payment to a schedule request in FMX: 

Estimate a Schedule Request

  1. Find the schedule request you wish to estimate (on the calendar or in the schedule requests grid), then click Estimate.
  2. Enter the amount of the estimate along with a description of what the estimate includes. 
  3. Click Estimate to send your estimate. This will generate an email notification to the requesting user asking them to confirm the estimate.
  4. If the requesting user accepts the estimate they will receive an automatic invoice for 50% of the estimated amount (contact support@gofmx.com if you would like to change your automatic invoice amount to a different percentage). You will also receive a confirmation email. If the requesting user declines the estimate, the request will be cancelled.

Invoice a Schedule Request

  1. Find the schedule request you wish to invoice (on the calendar or in the schedule requests grid), then click Invoice. (Please note that the invoice action only appears once a request has been estimated and the estimate has been accepted by the requesting user.)
  2. Enter the remaining invoice amount (keep in mind that 50% of the estimate amount has already been invoiced) along with a description of what the final invoice includes. 
  3. Click Invoice to send your invoice. This will generate an email notification to the requesting user asking them to submit payment for the final invoice.
  4. To resend an invoice click on the envelope icon and then click resend invoice.

Apply a Payment to a Schedule Request

  1. Find the schedule request you wish to apply payment to (on the calendar or in the schedule requests grid), then click Apply Payment. (Please note that the apply payment action only appears once a request has been invoiced.)
  2. Enter the payment amount, or click the checkbox for “Remaining balance amount”, and click apply payment.
  3. To apply additional payments follow steps 1 and 2. Once a request is paid in full it will be flagged as finalized and payments can no longer be added. 

Note: See attached, FMX Schedule Request Estimating & Invoicing Flow Chart.

 

 

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