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Contractors QB - history incorrect in % billed previously section on invoice

I have a client who uses % billing of estimate on invoices.  He did not bill a line item in March, but the April bill shows it 100% billed with the $21K dollar amount.  When he actually billed 90% of it in May, the invoice shows the line item 190% billed.  We removed the line items from the March & April bills completely, but nothing changed in the history.  Would he have to completely recreate the May (and following) bills to get the history correct, or is there another way to fix it?  Why is it incorrect in the first place?  He said he did not ever bill that line item.

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Moderator

Contractors QB - history incorrect in % billed previously section on invoice

Thanks for visiting our forum, @Anne Fitch,

 

I can share some insights about this progress invoicing concern.

 

If the % Progress for an estimate exceeds 100%, it means that another transaction is created after a 100% invoice. See this:

 

 

In your case, it looks like the first transaction was created in full during the progress instead of choosing the second option. Take a look at this one:

 

 

To correct this, you will need to delete the progress invoices and start over. Once deleted, the estimate will revert back to 0% progress, so you can recreate the invoice properly.

 

To unlink a progress, open the invoice and click the Delete button at the top of the transaction. Refer to this article for guidance with the progress invoicing process: Progress invoices in QuickBooks Desktop

 

Feel free to post again with any updates or concern you have with QuickBooks. I'll be more than happy to help you anytime. Have a nice day!

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Level 1

Contractors QB - history incorrect in % billed previously section on invoice

It is not the estimate that is over billed - just the one Line Item used.  But in this case, we cannot find anywhere that the line item was used in an invoice until the May one.  BUT the May one shows that the line item was ALREADY billed at 100% when he went to bill it at 90%.  I image the solution is the same though - delete all invoices after the estimate and start over.  Since there are multiple, I don't think my client will like that suggestion.  

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