Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Thanks for getting back to me and for the additional information, aj_billing.
As of now, there are no reported issues with regards to the incorrect progress invoicing template. I recommend reaching out to our phone support agents so they can further investigate.
Here's how:
Don't hesitate to post again if you have further questions. I'll be around to help!
Hi aj_billing,
The progress invoice templates have the same format when printed and sent. Before sending the invoice, you'll have to Customise it to the correct template.
We can verify that by creating a Quote and copy it to an invoice. Here's how:
I'm here to help you if you have other questions about your sales transactions.
Hi Catherine_B
Thanks for the reply. I have tried this. I have even tried a few different invoice templates, including the standard just in case the templates I have customised had a glitch - using customise, save then Print or Preview - they are all in the same format.
This is only happening with the progress invoicing, not when I convert a quote into an invoice for the whole amount.
Any suggestions - otherwise I may just delete and start again!!
Thanks for getting back to me and for the additional information, aj_billing.
As of now, there are no reported issues with regards to the incorrect progress invoicing template. I recommend reaching out to our phone support agents so they can further investigate.
Here's how:
Don't hesitate to post again if you have further questions. I'll be around to help!
Thanks for joining the thread, mattcol18,
Let's get this sorted out so you'd able to convert a quote to progress invoices successfully. To start, kindly make sure to follow the steps below for the complete setup:
For the detailed steps about this process, you can read these articles:
As always, you can contact our QuickBooks Support team if you need assistance with the steps. They'll be able to pull up your account in a secure environment and help you navigate using one of their tools like screen sharing. To reach them, here’s how:
Keep me posted on how things go, mattcol18. You can always count on me about creating progress invoices.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here