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Add project quote summaries to a progress invoice in QuickBooks

by Intuit• Updated 1 week ago

Learn how to add quotes to your progressive invoices in QuickBooks Online.

If you bill projects in installments using progress invoicing, you can include a quote summary on their invoices. This keeps your customers in the loop and lets them know how much they owe.

Prerequisites

Before you can add project quote summaries to a progress invoice, turn on progress invoices and quote summaries. You’ll also need at least one project quote approved by a customer.

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select the Sales tab.
  3. In the Progress Invoicing section, select the edit icon Image of the edit icon..
  4. Turn on Create multiple partial invoices from a single quote.
  5. Select Save.
  1. Go to Settings Settings gear icon. and select Custom form styles (Take me there).
  2. On the template you use for progress invoicing, select Edit from the Action column.
  3. Select the Content tab, then select the third section of the form.
  4. Tick the Quote summary box, then select Done.

Add quote summaries to invoices

Once a quote is approved by a customer, you can add it to an invoice for the customer to view.

  1. Select + New or + Create.
  2. Select Invoice.
  3. From the Add Customer â–Ľ dropdown, select the customer you created a quote for.
  4. From the Suggested transactions pane, find the quote you want to include and select Add.
  5. Select an option from How much do you want to invoice?, then select Copy to invoice.
  6. Select âš™ Manage, then select Design. Select the template you use for progress invoicing.
  7. Decide when to send the invoice:
    • Select Review and send, then follow the prompts on the screen to review and email the invoice right away.
    • Select Save and close to save the invoice for sending at a later time.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start