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Billing Against Estimate

We are using QB Desktop Pro Plus and have created an estimate for a job. My boss wants me to bill the purchase of equipment against the estimate. The amount for the purchase of the equipment is 8% of the total estimate. He doesn't like how it looks when we progress bill and wants it to be quantity of 1 (which would change the % to 10% which is more than what we are billing for the equipment). I tried changing the items on the progress bill to not show a quantity or the estimated amount, but he didn't like that format either. He wants it to look like a regular invoice (able to bill multiple quantities, not percentages) but still billed against the estimate. Is there a way to do that or am I chasing my tail? Thanks in advance

Solved
Best answer February 25, 2020

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Moderator

Billing Against Estimate

Let me be the first to welcome you to the Community forum, @KristinMT.

 

I appreciate all the details you provided regarding what you need to achieve for your total estimate. At this time, you can only bill the purchase of equipment using the estimated amount.

 

This kind of feature wherein you calculate the purchase when adding to an invoice is currently unavailable. The invoice will only show the quantity rate and amount and not the percentage of the purchase. You may add a description to view the details on how it was calculated.

 

I'll pass along feedback and let our developers know about this. In the meantime, you can visit our Product Updates site if you want to keep track of what's new with our products and services.

 

Please tap the Reply button if you have follow-up questions. I'll be here to help however I can. Have a good one.

View solution in original post

1 Comment
Highlighted
Moderator

Billing Against Estimate

Let me be the first to welcome you to the Community forum, @KristinMT.

 

I appreciate all the details you provided regarding what you need to achieve for your total estimate. At this time, you can only bill the purchase of equipment using the estimated amount.

 

This kind of feature wherein you calculate the purchase when adding to an invoice is currently unavailable. The invoice will only show the quantity rate and amount and not the percentage of the purchase. You may add a description to view the details on how it was calculated.

 

I'll pass along feedback and let our developers know about this. In the meantime, you can visit our Product Updates site if you want to keep track of what's new with our products and services.

 

Please tap the Reply button if you have follow-up questions. I'll be here to help however I can. Have a good one.

View solution in original post

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