estimate pfd-view options

Helga33 · ‎May 29, 2024

We are using progressive invoicing. And in every invoice the client can see, according to quantity and amount, how much we already converted from the estimate before and will convert later. In estimate I also see the total amount, remaining estimate amount and invoiced (converted) amount. But the client sees in estimate only what is the total amount and quantity. Is it possible for client also to see not only the total estimate amount, but also remaining amount and invoiced (converted) amount as a PDF version? I didn't find such option....

Sherrie_F · ‎May 29, 2024

I recognize how efficient it can be to see the remaining amount of an invoice as a PDF, Helga.

However, having this option is unavailable in QuickBooks Online (QBO). With this, I encourage you to send product feedback directly to our Product Developers. They're genuinely interested in hearing your input and highly encourage you to send your suggestions.

Here's how:

In the upper right corner, look for the Gear icon.
Select Feedback.
Enter your comments or product suggestions. Then, click Next to submit your feedback.

Furthermore, I'm adding this article for you to be able to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please know that you're always welcome to reach out for further queries about managing your invoices. I'd be glad to assist you 24/7. Stay safe.

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