2018-08-23 08:16:31QuickBooks UpdatesEnglishyou can now choose how much of an estimate you'd like to convert into an invoice, keep track of how much you've invoiced, & continue until...https://quickbooks.intuit.com/ca/resources/ca_qrc/uploads/2018/08/EN-Progress-invoicing-modal.pnghttps://quickbooks.intuit.com/ca/resources/updates/new-progress-invoicing-for-quickbooks-online/Progress Invoicing in QuickBooks Online - New Feature | QuickBooks CA

New Progress Invoicing for QuickBooks Online

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Billing for a project that stretches over days, weeks, months, or sometimes even years is painful when you have to recreate successive invoices and reference old invoices or payments to determine what to bill next. That’s why we’re thrilled to announce that Progress Invoicing is here!

If you’re a QuickBooks Online Plus customer, you can now choose how much of an estimate you’d like to convert into an invoice (either by percentage or amount), keep track of how much you’ve invoiced, and continue converting from the original estimate until it’s been fully invoiced.

Progress invoicing can be kicked off from an estimate, when creating an invoice, or from the transaction list in the Customer tab. Here’s how it works:

Remember, you can choose how much of an estimate you want to convert to an invoice, including:

  • The total of all lines on the estimate
  • A percentage for each line, or
  • A custom amount for each line

 

For any issues, feedback, or help configuring the look and feel of your QuickBooks email invoice, feel free to contact our amazing Customer Success team.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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