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If you create an estimate with (eg) six items, but you only create an invoice with (eg) three, and you invoice the other three items later, how is the best way to do this

 
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QuickBooks Team

If you create an estimate with (eg) six items, but you only create an invoice with (eg) three, and you invoice the other three items later, how is the best way to do this

Glad to see you in the Community, user83197.

 

Based on the details mentioned, you'll have to use the Progress Invoicing. This feature gives you the option to split the items on invoice.

 

The following guide provides an overview of the Progress Invoicing option. It also includes steps on how to set up a template and then use it when creating an invoice.

 

Perform Steps 1-3 in the Setup and send progress invoices in QuickBooks Online article. When you're ready, let's go ahead and record the remaining items.

 

Here's how:

 

  1. Tap the New menu on the left panel and choose Invoice under the Customers section.
  2. On the Invoice page, key in the name in the Customer field and then enter the date.
  3. Look for the estimate in the sidebar and then hit the Add link.
  4. In the How much do you want to invoice window, select how you want to record the transaction and then press the Copy to Invoice menu.
  5. To remove the remaining products, simply hit the Trash icon for the line items one at a time.
  6. Click the Remove line to confirm the action.
  7. Once done, press the Save button.

For tips and other resources on how to handle sales transactions, check out this link and then click on the article you want to view: Customers and Income.

 

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here to assist further. Have a great rest of the day.