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Add project estimate summaries to a progress invoice in QuickBooks

by Intuit•6• Updated 3 days ago

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

If you bill projects in installments using progress invoicing, you can include an estimate 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 estimate summaries to a progress invoice, turn on progress invoices and estimate summaries. You’ll also need at least one project estimate approved by a customer.

Turn on progress invoicing

Go to Settings and select Account and settings.
Select the Sales tab.
In the Progress Invoicing section, select the edit icon .
Turn on Create multiple partial invoices from a single estimate.
Select Save.

Turn on estimate summaries

Go to Settings and select Custom form styles (Take me there).
On the template you use for progress invoicing, select Edit from the Action column.
Select the Content tab, then select the third section of the form.
Select the Estimate summary checkbox, then select Done.

Add estimate summaries to invoices

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

Select + New or + Create.
Select Invoice.
From the Add Customer ▼ dropdown, select the customer you created an estimate for.
From the Suggested transactions pane, find the estimate you want to include and select Add.
Select an option from How much do you want to invoice?, then select Copy to invoice.
Select ⚙ Manage, then select Design. Select the template you use for progress invoicing.
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.