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Add project estimate summaries to a progress invoice in QuickBooks Online

by Intuit•31• Updated 2 weeks 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.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

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

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window.

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.

  1. Go to Settings Settings gear icon. and select Account and settings (Take me there).
  2. Select the Sales tab.
  3. In the Progress Invoicing section, select Edit ✎.
  4. Turn on the Create multiple partial invoices from a single estimate switch.
  5. Select Done.
  1. Go to Settings Settings gear icon. and select Custom form styles (Take me there).
  2. On the template you use for progress invoicing, select Edit.
  3. Select the Content tab, then select the third section of the form.
  4. 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.

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

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