Hi roimatta-selway-,
Thanks for posting in the Community! QuickBooks Online allows you to copy a quote to an invoice. If you prefer to create multiple partial invoices from a single quote you can enabled this option on your settings.
Here's how:
- Go to Gear icon and select Account and Settings.
- Select Sales.
- On Progress Invoicing, turn on Create multiple partial invoices from a single quote.
- Select Save and Done.
To copy a quote to an invoice:
- Open the quote.
- On the upper right, select Create invoice.
- Decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, enter a specific amount for each item on the invoice.
- Fill out the rest of the invoice.
- Select Save.
If the amounts on your quote includes the amounts to be paid for 12 months, you can make use of the progress invoicing feature and tick Custom amount for each line and then enter the amount that should be invoice each month. The quote will be marked as closed if you've invoiced the total amount on your quote.
Once you've created an invoice it will show on the Accounts Receivable on your Balance Sheet report.
For your reference, you can check on this article: Set up and send progress invoices in QuickBooks Online.
Message us back if you have any other questions. I'll be around to help.
