Good afternoon, @Katwei.
It's great to see a new face here in the Community. I hope your day is going well so far. I can provide you with another report that can help get the open order/work in progress invoices that you need for your business.
All you need to do is a few steps in your QuickBooks Online (QBO) account to get to the Open Invoices report. It's a simple process, just follow me.
Afterward, you can start to customize the report to what you need.
This list should do the trick. Let me know if you have any other questions or concerns. I'm only a post away if you need me. Take care!
We have customers that have contracts and we bill them for one line item at a time or some percentage of the line. The amount we bill in the progress billing is often different than, say, a down payment. The open order report will show how much is due on the total invoice but not what has been earned on the order. I need a report to show only those orders that are being billed by progressive billing.
The open order report will only tell me the balance after deposits.
Thank you for getting back, @Katwei.
I got your point of running the report that shows only the invoices from the progress invoicing. At this time, you can open the
Estimates & Progress Invoicing Summary by Customer report, then customize the report's period and the customer/s you want to add.
From there, you need to export the report to Excel. This way, you can manipulate the data and display just the transactions you need. To export the report, click on the export icon beside settings.
For additional tips about running and managing reports in QuickBooks Online, open these links:
You can also memorize your reports following the instructions from this article: Memorize reports in QuickBooks Online.
If you have other questions, please feel free to click the Reply button and add a comment below. I'll be right here to provide additional assistance. Wishing you and your business all the best!
I had thought of that as well. Thank you for your help. Maybe the developers will consider this as a customization option in the reports. Otherwise we are back to making Excel spreadsheets for open projects. Not optimal at all.
Thanks for the reply @Katwei!
Your ideas for report customizations are awesome. Would you feel comfortable providing that feedback from within your QuickBooks? Here’s how:
Your valuable feedback goes to our Product Development team to help improve your experience in QBO. Thanks so much for taking a couple of minutes to provide it.
Let me know if you have any other questions or if there is anything else I can help with. I’ll be here for you!