Set up and send progress invoices in QuickBooks

Step 1: Turn on progress invoicing

If you haven’t already, turn on progress invoicing.

1. Go to Settings and select Account and settings.
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. In the Update your invoice template? window, select Update.
6. Select Save, then Done.

Now you can create multiple invoices from your estimates.

Step 2: Create a progress invoice template

Once you have turned on this feature, QuickBooks creates a default progress invoicing template. Use the premade Airy new style template any time you create a progress invoice. To create a new template, follow these steps:

1. Go to Settings ⚙, then select Custom form styles.
2. Select New style ▼ dropdown and then Invoice to create a new invoice template. Or, to update one of your existing templates, find the template and select Edit.
3. Give the template a memorable name, like "Progress invoice template."
4. In the Design tab, select Change up the template or Dive in with a template.
   • Select the Airy new template. This is the only template that works for progress invoices.
5. Select Edit print settings or When in doubt, print it out.
   • Make sure the checkbox for Fit to window envelope or Fit printed form with payslip in window envelope is unchecked.
6. Select the Content tab. 
7. Select Edit ✎ on the table section of the form (the second section with Activity, Rate and Amount).
   • Select the Show more activity options link. 
   • Select the Show progress on line items checkbox if you want to show item details on the progress invoice.
8. Select Edit ✎ on the footer section of the form (the third section with Total and Balance Due).
   • Select estimate summary if you want the invoice to display the estimated amount, the amounts of individual progress invoices, and the total amount invoiced so far.
9. Select Done. You’ll be taken back to the Custom Form Styles page.

If you send a lot of progress invoices, we recommend using this as your new template for all invoices. To add the template you just created as your default template:

1. If you're not there already, go back to Custom form styles.
2. In the Action column, select the dropdown menu ▼ next to the template. Then select Make default.
3. To confirm your choice, select Change template.

Note: If you only want to use this template for a few progress invoices, you can have a different default template for regular invoices. Then, when you’re creating a new invoice, you can use the progress invoice template by selecting Customise directly on the invoice form.

Step 3: Create an estimate

1. Select + New and then Estimate.
2. Select your customer.
3. Fill out the rest of the estimate.
4. Select Save and new, Save and close, or Save and send.

Note that the totals in the remaining column of your estimate don't include VAT, discount, or shipping costs.

Edit progress invoice

If you need to edit an item on a progress invoice, make your changes on the original estimate, not the invoice itself. You can make changes as long as you haven’t invoiced for the total estimate amount.

Step 4: Create progress invoices from the estimate

There are a few ways to create progress invoices. All methods give you the same results.

Create a progress invoice from the estimate

1. Go to Sales, then select All sales (Take me there).
2. Find the estimate on the list.
3. Open the estimate and select Create invoice ▼ from the dropdown.
4. Decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, enter a specific amount for each item on the invoice.
5. Fill out the rest of the invoice.
6. Select Save and new, Save and share link, Save & Share (WhatsApp), or Save and close.

Connect an estimate to a new invoice

1. Select + New, then select Invoice.
2. Select your customer from the dropdown menu. If the customer has an open estimate, QuickBooks will open the Add to Invoice sidebar.
3. Find the estimate in the sidebar and select Add.
4. Decide how much you want to invoice for, and select Copy to invoice.
5. Fill out the rest of the invoice.
6. Select Save and new, Save and share link, Save & Share (WhatsApp), or Save and close.

Your original estimate won’t change when you create a progress invoice. QuickBooks keeps a record of both.

Need to unlink a progress invoice?

If you want to disconnect a progress invoice from the original estimate, select the bin icon next to the estimate line item within the invoice. QuickBooks will ask if you want to unlink the entire invoice. If you do, select Yes, unlink it.

Step 5: Keep track of your progress invoices

Review your estimate, progress invoices, projects, and reports to stay organised.

Review estimate

You can see all of your progress invoices on the original estimate.

1. Go to Sales, then select All sales (Take me there).
2. Find and open the estimate.
3. Select the blue linked invoice(s) to see the invoices you’ve already created.

Review progress invoices

Progress invoices include an estimate summary with the total invoiced. There are also links to the original estimate and all relevant progress invoices.

You can add estimate summaries to invoices so your customers can see their remaining balance. This is off by default.

Check projects

If you add estimates to projects, you can see everything in the Transactions tab of a project page.

Run reports

The Estimates & Progress Invoicing Summary by Customer report gives you a complete list of all estimates and connected progress invoices.

1. Go to Reports (Take me there).
2. Search for and open your Estimates & Progress Invoicing Summary by Customer report.

Transactions are organised by customer. Estimates have positive totals and progress invoices have negative totals.

Step 1: Turn on progress invoicing

If you haven’t already, turn on progress invoicing.

1. Go to Settings and select Account and settings.
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 Save, then Done.

Now you can create multiple invoices from your estimates.

Step 2: Create an estimate

1. Select + New and then Estimate.
2. Select your customer.
3. Fill out the rest of the estimate.
4. Select Save and new, Save and close, or Review and send.

Note that the totals in the remaining column of your estimate don't include discounts, or shipping costs.

Edit progress invoice

If you need to edit an item on a progress invoice, make your changes on the original estimate, not the invoice itself. You can make changes as long as you haven’t invoiced for the total estimate amount.

Step 3: Create progress invoices from the estimate

There are a few ways to create progress invoices. All methods give you the same results.

Create a progress invoice from the estimate

1. Go to Get paid and select Estimates.
2. Find the estimate on the list.
3. Open the estimate and select Convert to invoice ▼ from the dropdown.
4. Decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Manual entry for each line, enter a specific amount for each item on the invoice.
5. Fill out the rest of the invoice.
6. Select Save and new, Share link, or Save and close.

Connect an estimate to a new invoice

1. Select + New, then select Invoice.
2. Select your customer from the dropdown menu. If the customer has an open estimate, QuickBooks will open the Suggested transactions sidebar.
3. Find the estimate in the sidebar and select Add.
4. Decide how much you want to invoice for, and select Copy to invoice.
5. Fill out the rest of the invoice.
6. Select Save and new, Share link, or Save and close.

Your original estimate won’t change when you create a progress invoice. QuickBooks keeps a record of both.

Need to unlink a progress invoice?

If you want to disconnect a progress invoice from the original estimate, select Linked transactions, then select Remove next to the estimate line item within the invoice.

Step 4: Keep track of your progress invoices

Review your estimate, progress invoices to stay organised.

Review estimate

You can see all of your progress invoices on the original estimate.

1. Go to Get paid and select Estimates.
2. Find and open the estimate.
3. Select the blue Linked invoices to see the invoices you’ve already created.

Review progress invoices

Progress invoices include Invoice total. There are also links to the original estimate and all relevant progress invoices.