Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI use QB Enterprise and do estimates which I subsequently do progress billing from. Is there a way for those line items on the estimate that I'm not invoicing for, NOT display when the invoice is created?
For example, I have an estimate for 10 items. I want to invoice for 2 of the 10. I select the appropriate button that says "Create an invoice for selected items or for different percentages of each item." The progress invoice is created but it creates it for all 10 items with zeros for the 8 I didn't select. I don't want it to do that because then I delete all the zero'd out lines. If I leave all those line items in there it makes for long invoices and it's not as clean. Is there a way to get around this?
Hello there, @pandregg.
Allow me to share some details about the items from the estimate that wasn't included on the progress invoice.
When creating a progress invoice transaction, all of the items from the estimate will automatically show even if the quantity is zero. However, by the time you're going to send this to your customers or print it out, those zero-quantity items will not show.
You may delete those line items manually so that they will not display on the invoice page since the option to take out the items with zero quantity is unavailable.
I've added a screenshot to see how it looks like when you're going to print or send the invoice to your customer:
I've added an article for your future tasks about putting your customers' payments to Undeposited Funds: Deposit payments into the Undeposited Funds account in QuickBooks Desktop.
Please don't' hesitate to let me know in the comment section if you have other questions. I'd be happy to answer them for you. Wishing your business more sales to come!
Thank you for your reply. The short answer is that if I don't want to see them I have to manually delete them. There's not a setting I can select so they don't move from estimate to invoice. That's fine. I knew that zero items don't print. I wanted to know if there was a check box that I couldn't find on some preference setting. All good.
Is there a way to get the 0 lines on a progress invoice to print on the invoice?
Yes, there's a way, @Jim Walsh. I'll gladly show you how.
Let's go to the Preferences window and turn off the Don't print items with zero amounts when converting to invoice option so you can get the 0 lines on a progress invoice to print on your invoice transaction in QuickBooks Desktop (QBDT).
To do this, here's how:
Here's a screenshot to see what it looks like after performing the steps above:
You Can read this article to learn more about using progress invoicing in QBDT: Send progress invoices in QuickBooks Desktop.
Also, you may want to check out this article as your reference to guide you through the different ways you can track customer transactions in QBDT: Customer transaction workflows in QuickBooks Desktop.
Let me know if you have other concerns about progress invoicing or questions about managing sales transactions in QBDT. I'm always ready to help. Take care, and have a great day, @Jim Walsh.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here