Add % Complete to Client Invoice

Hi katgirl2001,

You can turn on the progress invoicing feature to show the percentage billed for each item. Let me guide you with these steps:

First, you'll have to turn on this option feature. Here's how:

1. From the Gear icon, select Account and settings.
2. Go to the Sales tab.
3. Click the Progress invoicing field.
4. Toggle the Create multiple partial invoices from a single estimate button.
5. Click Save and then Done.

Second, create a template for progress invoicing. Here's how:

1. From the Gear icon, select Custom form styles.
2. Click New style and then select Estimate.
3. Under Design, click Change up the template.
4. Select Airy.
5. Go to the Content tab.
6. Tick the columns that you want to add to the form.
7. Click Done.

Lastly, you're good to create an invoice out of the estimate. When converting the estimate, ensure to select Custom amount for each line. 

As for the option to add a billed to date column on the invoice, this option is unavailable. This is a good idea, though. That said, I'd recommend sending Feedback to our developers team. You can do this by clicking the Gear icon and then selecting Feedback.

Then, you can track feature requests through the QuickBooks Online Feature Requests website.

I've also added this reference for the detailed steps to send progress invoicing: Set up and send progress invoicing.

Also, if you want to process payments online, you can browse this link: Take and process payments online.

Thank you, but I already have this set up and it does not provide the information I want when I print an invoice.  I would like my invoice to my client to read as follows with the following columns:

Description

% of total (this is how much is being billed in current invoice)

% to date (this is how much is billed to date)

Current Invoice $ (this is $ amount being billed in current invoice)

This is how it reads in the Desktop version but I can't seem to get it to appear this way in the Online version.

Hi, katgirl2001. 

I appreciate you for sharing the specific you want to see in your printed invoices.

To meet the client's business needs, we have various versions of QuickBooks that may differ in features and services. We work continuously to improve our software and provide you with the best possible product, services, and experiences.

We know how much time it can take when something isn’t working the way you need it to, which is why we make great efforts to deliver customer satisfaction at all times.

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.
   
   

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

Feel free to leave a reply below if you need further help in managing your transactions in QuickBooks. I'll be happy to help you again. Stay safe and have a good one!