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Ellen1
Level 1

Create a Progress Invoice showing Payments Made and Progress of Work Done

I am trying to create a custom invoice for a client where we have a contract with and I want to show the progress of the work and the payments that have already been made. 

 

At this point, I've created an Estimate breaking down the contracted $ amount and items. Using this estimate, I created the first Invoice we sent out in October (we used Excel and now are switching to QB for all invoicing). We received payment on December. We invoiced for 20% of the overall contract amount. Now that that is paid, I want to create a second invoice to send out in January. I want to show the original contract amount, the % billed, the payment received in Dec, and now the additional % of work done, with the amount due. How do I set this up? When I am customizing the "data layout," I see that I can check to add new columns and prog columns, but the problem with that, I don't know how it will affect the invoice. Sometimes it shows up grayed out, and other times, it changes % to decimal, and I have no idea how to tell if a column will subtract or add to the item and how it will affect to total.

 

Please help. I'm at my wits end. 

Solved
Best answer January 09, 2019

Best Answers
qbteachmt
Level 15

Create a Progress Invoice showing Payments Made and Progress of Work Done

Oh: Grayed Out = this is info QB already finds or is pulling from elsewhere and is not Yours to manually control. It's existing data and informational here, not controlled here. And for the Unshaded columns, when using Progress Invoice, do Not manually change Qty, %, $ here. Use the Progress Chart Icon at the top, to get the Progress Pop up where you pick from each item, for qty, $ and %, and again, in the pop up, some stuff is shaded, because it is Controlled in the Estimate and Displayed in the Pop up for reference.

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4 Comments
qbteachmt
Level 15

Create a Progress Invoice showing Payments Made and Progress of Work Done

Payments never show on an invoice. Progress Invoice can be customized to include columns for Previous Charges, as $, % and/or Quantity. That has nothing to do with Payments. Payments are part of Statements and reporting.

 

So, everything except their Payments, is part of the Scope of Work, Billed to date, remaining scope, etc. Payments is Banking and AR management. Not Scope of Work. It's the Money part :)

qbteachmt
Level 15

Create a Progress Invoice showing Payments Made and Progress of Work Done

Oh: Grayed Out = this is info QB already finds or is pulling from elsewhere and is not Yours to manually control. It's existing data and informational here, not controlled here. And for the Unshaded columns, when using Progress Invoice, do Not manually change Qty, %, $ here. Use the Progress Chart Icon at the top, to get the Progress Pop up where you pick from each item, for qty, $ and %, and again, in the pop up, some stuff is shaded, because it is Controlled in the Estimate and Displayed in the Pop up for reference.

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kitchremod1
Level 1

Create a Progress Invoice showing Payments Made and Progress of Work Done

Were you ever able to resolve your issue with the invoice..... I'm trying to do the same but can't seem to find a solution.

Let me know if you have an answer..  I would really appreciate it.

JonpriL
Moderator

Create a Progress Invoice showing Payments Made and Progress of Work Done

Hello @kitchremod1,

 

You can create a document showing all the transactions your customers have made while working with you. Let me show you how.

  1. Go to Customers.
  2. Select Create Statements.
  3. Choose the appropriate date of your document.
  4. Under SELECT CUSTOMERS, select One Customer.
  5. On the One customer menu, select the customer in question.
  6. Click Print or E-mail depending on how you wish to deliver the document.

In the same manner, here's an article you can read to learn more about your customer's statement: How to create a billing statement in QuickBooks Desktop?

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: The different ways you can track customer transactions in QuickBooks Desktop.

 

If you have any other concerns, please let me know by leaving any comments below. I'll be here to lend a hand.

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