Welcome to the Community page,
when you say you have entered your details where are you meaning in Quickbooks?
Is this changeme when you see the invoice in a print preview status?
When you say 3 lines are still there? where are you looking in Quickbooks?
Thank you , I worked it out in the ens. I am now trying to work out how to create an invoice for a deposit from an estimate and it to show as a deposit and reflected in the invoice and the final invoice. I send a quote/estimate, once it is accepted I then send a deposit invoice for 25% and then 1 month before the event send a final invoice. I cannot work out how do do this,
what you need to do is create an estimate for the full amount full in all the details save and close
then go to all sales click on create invoice a box will appear to select the middle option, put 25% in of each line>create invoice
this will show the invoice then save and close it go back to all sales
on estimate click create invoice > select remaining total of all lines>create invoice > this will show the invoice then save and close
then when you receive the money you can then click on received payment on both invoices.
Thank you for this.
I had got this far but I need to not have each entry showing as a 25% amount, just the total, This is for the clients information. Is this possible?
Welcome back to the Community, @info822.
Thanks for sharing to us the result of the resolution provided by my peer. Yes, you can send the total amount (25%) to your customer.
After creating an invoice, simply run a statement in QuickBooks Online. This transaction will show a summary of your customer’s invoices, payments, credits, and balances.
Pulling up the entry can be done with just a couple of clicks. Here’s how:
The following article provides an overview of the feature. It includes instructions on how to make and customise a statement: Create and view customer statements.
To view all sent invoices, let’s open the Transaction List Report by Customer and then tailor the data. Here’s how:
For additional information about personalising the data on a report, check out this article: Customise reports.
Keep me posted if you need further assistance while working in QBO. I’m here ready to help and make sure you’re taken care of. Have a great rest of the day.