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Add project quote summaries to a progress invoice in QuickBooks Online

by Intuit• Updated 3 days 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.

Note: This option isn't available yet for the new quote and invoice layout. Find out which layout you have.

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 (Take me there).
  2. Select the Sales tab.
  3. In the Progress Invoicing section, select Edit ✎.
  4. Turn on the Create multiple partial invoices from a single estimate switch.
  5. Select Save, then Done.
  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.
  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. Go to + New and select Invoice.
  2. From the Add Customer dropdown, select the customer you created a quote for.
  3. From the Suggested transactions section, find the quote you want to include. Select Add.
  4. Select ⚙ Manage, then select Design. Select the template you use for progress invoicing.
  5. Select Save and close. If you want to send the invoice now, select Review and send.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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