Question

How can I create one invoice from multiple estimates?

Forum|Forum|6 years ago
May 27, 2020
1 reply
32 views

How do I send 1 invoice and connect several estimates to it. For example:

I created Estimate 100 "Labor for repair" for $200. Send it to customer and wait for a PO to do the work...

I created Estimate 101 "Repair broken machine" for $300. Send it to same customer and wait for a PO. These are different jobs done on different days. The customer sends back 1 PO number to use for est 100 and 101 for $500.

My current method of going to est 100 and creating an invoice, making a second line on it and copying all the info off of est 101 to add to this one. Then go back and make Est 101 not active then make notes on each one that the customer combined them is not working well. A

QuickBooks Desktop

R

Rea_M

Level 10

Hello there, MachineWorks504.

Let me share details about creating an invoice from multiple estimates in QuickBooks Desktop. This way, you'll be able to determine how to manage your transactions and keep your account updated.

Creating an invoice from multiple estimates is currently unavailable in QuickBooks Desktop. However, you're on the right track in turning the estimate (100) into an invoice and manually copying all the information from the other one (101) in the second line. Then, add your notes to track them properly.

Estimates are non-posting sales transactions. This means they don't affect your accounts in any way unless converted into an invoice.

Additionally, you'll have to create an invoice to help track your accounts receivable. If you wish to learn more about how to create them in different ways, kindly refer to this article: Create an invoice in QuickBooks Desktop.

Please let me know if you have other concerns. I'm just around to help.

R

RoseR

If I understand correctly, using the Estimate to create an invoice allows for progress billing and helps to keep track of what portion of the estimate has/has not been billed. How would this tracking take place if I cut and paste from the second estimate? Is there a way to create one invoice using only certain line items from two different estimates for the same customer and job?

K_Siman

Level 1

Hello @RoseR! Thanks for coming to the Community for clarification. I can definitely explain your options for progress invoicing and estimates.

Here's a great article that goes over the whole set up: Set up and send progress invoices in QuickBooks Desktop.

When you are creating your invoice from an estimate, you have three options.

The third one is the option you'll select: "Create invoice for selected items". That will give you the opportunity to choose what to include in that invoice.

If you have any more questions, please reply to this post. All of us here in the Community are always ready to help!

Sign up

Login with SSO

Let's get you signed in

Login with SSO