Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
C
cmaxwatson
October 9, 2023
Question

Progress invoicing

  • October 9, 2023
  • 1 reply
  • 0 views

My QBO all of sudden won't let me progress bill?? I have estimates that a week ago I partially billed and now it keeps trying to bill the entire estimate. I have switched it to allow it to progress billing and keeps switching back??? This is horrible!!

    1 reply

    C
    CharleneMaeFQuickBooks Team
    QuickBooks Team
    October 9, 2023

    I understand the importance of creating partial invoices of your estimates, cmax.

     

    Currently, we have an ongoing investigation about the Progress invoicing feature that keeps turning off while converting the estimates partially. Please be assured that our engineers are working diligently to resolve this problem.

     

    I recommend contacting our QuickBooks Support Team so that you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

     

    1. Go to the Help (?) icon at the top.
    2. On the Assistant tab, click Talk to a human.
    3. Enter  INV-92094 in the Type something field, then click the Send icon.
    4. Click on I still need a human.
    5. Select Get help from a human.
    6. You can either select Chat with us or Have us call you.

     

    Once resolved, you can start invoicing your estimates.

     

    Additionally, you can run the Estimates & Progress Invoicing Summary by Customer report. It will give you the complete list of all estimates and connected progress invoices. Here's how:

     

    1. Go to Reports.
    2. Search for and open the Estimates & Progress Invoicing Summary by Customer report.
    3. Personalize it to view the details you want to see.

    I appreciate your patience as we work through this. If you have any other concerns or questions about managing your sales transactions, please don't hesitate to add a comment below. I'll be glad to help you out.

    A
    AstroGirl
    November 15, 2023

    Has this issue been resolved? I will be using Progress invoicing for the first time in QBO. I don't need to wrestle with software issues at this time.

    F
    FateCandylaneTQuickBooks Team
    QuickBooks Team
    November 15, 2023

    Enabling progress invoicing can help streamline your customer sales transaction and organize payments received to your account, AstroGirl. I can share updates to ensure this feature works best in your online data.

     

    It's a great notification to know the investigation mentioned above has already been resolved and is working effectively for all other users. If your QuickBooks Online account is in the new invoicing experience, progress invoices are not supported by this new layout. You may continue using the old invoice format to enable this feature to run seamlessly.

     

    Since you're using progress invoicing for the first time, let me help you set up and create templates to send these invoices to your customers. To do that:

     

    1. Go to Settings ⚙ and select Account and Settings.
    2. Under the Sales tab, click Edit ✎ from the Progress Invoicing section.
    3. Turn on the Create multiple partial invoices from a single estimate switch.
    4. In the Update your invoice template? window, choose Update.
    5. Select Save, then Done.

     

     

    For further guidance, follow Steps 2 to 5 outlined in this article: Set up and send progress invoices in QuickBooks Online.

     

    Moreover, when a customer pays an invoice, you need to record their payments and track the balances of your data: Record invoice payments in QuickBooks Online. 

     

    I'm always available anytime in this forum if you require additional assistance managing progress invoices in your account. Just keep me posted, and I'll be sure to get you covered. Keep safe!

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement