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Add project estimate summaries to a progress invoice in QuickBooks Online

by Intuit•5• Updated a day 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.

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

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 (Take me there).
Select the Sales tab.
In the Progress Invoicing section, select Edit ✎.
Turn on the Create multiple partial invoices from a single estimate switch.
Select Save, then Done.

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.
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.

Go to + New and select Invoice.
From the Add Customer dropdown, select the customer you created an estimate for.
From the Suggested transactions section, find the estimate you want to include. Select Add.
Select ⚙ Manage, then select Design. Select the template you use for progress invoicing.
Select Save and close. If you want to send the invoice now, select Review and send.