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Replying to:
Alessandra_B
QuickBooks Team

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Thank you for getting back to us, @schmidtfs.

 

You can definitely use progress invoicing within your projects. It makes tracking transactions easier for you.

 

You have different options to utilize this feature. For the purpose of your concern, let's discuss progress invoicing starting at invoice creation.

 

Here's how:


1. Click on the Plus (+) icon, then choose Invoice.
2. Enter the customer name. If a prior estimate has been created there will be a small arrow beside the Balance Due.
3. Select Add all (to add all estimates to the invoice) or Add (to select a specific estimate to the invoice).

 


4. Choose how much you want to invoice:

  • Total of all estimate lines: All the lines are invoiced at 100% of the estimate.
  • Percentage of each line: All the lines are invoiced at a percent of the estimate. You can edit the line amounts or percent.
  • Custom amount for each line: All lines on the invoice are shown at 0% but you can edit each line (Remember that if you choose Custom amount for each line, you can enter the desired amount or percentage of each line under the DUE column).

5. Choose Custom amount for each line, then select Copy to invoice.
6. Click on Save.

 

You can refer to this article for the other options: How to Turn On and Use Progress Invoicing?

 

If you have other inquiries, leave a comment below. I'll be delighted to help you. 

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