In my business I do a lot of work with install and then ongoing costs I cant work out how to do this with the estimates on here, can anyone advise?

Hello robertlocke75

In the estimate what are you looking to be able to show? Which version of the QuickBooks Online are you using, Simple Start, Essentials or the Plus package? Progress invoicing may be an option as you can add to the estimate and part invoice the costs on the estimate as you go along with the job.

Emma

Hi Emma, 

My business is based on installation costs then monthly one off costs, currently I have to show these as different columns on excel, 

So quote/estimate would show the install costs and the monthly ongoings as two different costs on the quote. that way the customer knows that 'X; is the one off for the equipment labour etc and 'y' is the monthly rentals

Hope that makes sence

Thanks

Hello robertlocke75,

To do this, you can split the transaction over several lines on the estimate. 

When creating the estimate, on the first line below product/service, select or create a service for instillation (X), and enter the amount of this.

On the second line below this, in the product/service drop-down box select or create a P/S for monthly outgoings (Y) and enter the amount. You can also enter a description on each transaction line to clarify to the customer what this charge is for. 

Please let us know if this does not work for you,

Thanks 

Hi, Thanks but this isn't what I am trying to do

I want to be able to add things in for monthly or installation on the quote and have them totalled at the bottom for Ones offs and for ongoing so the customer can look at the bottom line and see it will cost X to install and be paying Y per month. 

thanks

Thanks for getting back to us, robertlocke75.

What my colleague shared about Progress Invoicing is correct. However, you'll have to add a subtotal to separate the cost for X and Y. Then when creating an invoice, select how many percent of each line ( the installment) you wanted to be invoiced. Let me guide you with these steps:

1. From the + New button, select Estimate.
2. Select a customer.
3. Select a PRODUCT/SERVICE, QTY, RATE, and AMOUNT.
4. Click the Add subtotal button.
5. Click Save.

Then, when you create an invoice:

1. On the Estimate page, click Create invoice.
2. Enter how many percent of each line you wanted to be invoiced (The monthly payment)
3. Click Create invoice.
4. On the next line, select a PRODUCT/SERVICE, QTY, RATE, AMOUNT (the total cost).
5. Click Add subtotal.
6. Click Save.

I've also shared this article about the Progress Invoicing feature: Set up and send progress invoices in QuickBooks Online.

If you have other concerns with progress invoicing, please let me know. I'll take it from there.