Question

Progressive Invoicing and reporting

Forum|Forum|4 years ago
November 5, 2021
3 replies
10 views

We use the typical Estimate, then create Invoice from the estimate. WE do progressively bill as the project goes through stages. For example we have 3 service items on an invoice, that are a group of 6 service items. My boss wants to have a report run that will show him
the exactly % of the amount of complete for each line item at any stage or time

the exact % of the unbilled amount for each line item at any stage or time

the $$ amount remaining unbilled

the $$ amount billed

the $$ amount paid.

All on one sheet/screen/report. He is adamant that he will not use a spreadsheet. Attached is one that I built to help report and he says that he cannot understand it.

What is the best and simplest solution for this report need?

QuickBooks Online

Fiat Lux - ASIA

Level 14

What kind of business do you run? A construction company or else?

T

Tag45Author

Construction

Fiat Lux - ASIA

Level 14

@Tag45

Consider having a construction management app to integrate with your QBO.

JenoP

QuickBooks Team

I'd be glad to jump in and help with your question about getting a report, Tag45.

For now, a report that will show all of the information you enumerated for progress invoicing is unavailable in QuickBooks Online. Although, you can customize the Estimates and Progress Invoicing Summary by Customer report will give the Invoiced Amount, % Invoiced, and Remaining Amount columns. Here's how:

Open the Estimates and Progress Invoicing Summary by Customer report in the Reports menu.
Click the Customize button in the upper-right hand corner.
Select Change columns.
Check all the boxes for Invoiced Amount, % Invoiced, and Remaining Amount.
Click Run Report.

However, this will only show the details per estimate and not per line item. You would also need a separate report to get the amount paid on each invoice. For this, you can run the Invoices and Received Payments report.

You can export both reports to Excel so you can combine them and add more customization. Here's an article as a guide: Export Your Reports to Excel From QuickBooks Online.

I'd also like to recommend sending a feature request or feedback to our product engineers. They collect all requests and will be reviewed if they can be included in future updates. Check out this article for more details: How Do I Submit Feedback?.

Lastly, I have a few more articles to share for additional guidance when running reports in QBO:

You can always ask more questions or reply to me if you still need more help with QuickBooks. I'm always here to make sure everything is working fine.

R

Rochelle_

Hi @Tag45 ,

Did you ever get a solution?

This is the kind of report my boss is also requesting,

but we use desktop not online.

Right now, I'm using Job Progress vs. Estimates,

which gives all the info you and I both need EXCEPT

for paid/unpaid invoices.

Thanks!

C

ChristineJoieR

QuickBooks Team

Hi there, @Rochelle_.

I recognize the relevance of pulling up both paid and unpaid invoices in QuickBooks Desktop. I'm here to assist you in fine-tuning reports to focus on the information that is critical to your business.

We can track sales and expenses in QuickBooks Desktop by using the predefined customer, job, and sales reports.

Since we're unable to get the reports for all unpaid invoices, let's create a report that shows all payments on open invoices would necessitate a filter to determine whether the payment/s are associated with an open invoice.

Go to the Reports menu.
Select Banking and then Deposit Detail.
Select Customize Report.
Set the date range.
Go to the Filters tab.
Select the following filters: Account = All Accounts Receivable, Transaction Type = Invoice, Detail Level = Summary Only, Paid Status = Open
Select OK.
Select Excel at the top of the report. Then select Create New Worksheet.
Follow the steps on the Send Report to Excel window.
When ready, select Export.

You can also look for Open invoices as of a selected date:

Go to the Reports menu.
Select Customers & Receivables and then Open Invoices.
Select Customize Report.
Select Advanced.
In the Open Balance/Aging section, select As of Report Date/Report Date.
Select OK. Then, click OK again in the Customize Report window.
Enter the correct date on the report.

I also suggest submitting feedback because pulling up reports for unpaid invoices is currently unavailable in QuickBooks Desktop.

To do so, follow this steps:

1. Select the Help from the menu.

2. Choose Send Feedback Online.

3. Click the Product Suggestion.

4. Fill up the following details and hit Submit button.

Optionally, visit this article about customizing customer, job, and sales reports in QuickBooks Desktop.

Keep in touch if you need any more assistance with this, or if there's something else I can do for you. I've got your back. Have a good day and take care always.

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