Progress Invoice Prior Billed

Thank you for posting in the Community, @Lucy222.

I can help you resolve your concern about progress invoicing in QuickBooks Desktop (QBDT).

To start with, we can delete and recreate the estimate you created to trigger the system to reflect the correct percentage for the progress invoicing. Beforehand, let’s ensure you have set up this correctly by following the steps outlined in this article: Set up and send progress invoices in QuickBooks Desktop.

Afterward, follow these steps to delete the estimate:

1. Go to the Customers menu.
2. Select the Customer Center.
3. Choose the Transactions tab.
4. Pick Estimates.
5. Double-click on the estimates you want to delete.
6. Click the Delete option on the upper left.
7. Select Save & Close once done.

Then, follow this resource to delete an invoice: Batch delete or void transactions in QuickBooks Desktop Accountant Edition.

Once done, re-create the transaction to reflect the correct percentage. If the issue persists, we can perform troubleshooting steps. Let’s utilize the Verify and Rebuild data utilities. That way, we can verify and correct your company file's most typical data errors. Please make sure your QuickBooks Desktop is up to date as well.

Here's how:

1. Go to Window, then Close All.
2. From the File menu, click Utilities.
3. Select Rebuild Data.
4. Follow the on-screen instructions to back up your data.
5. When the tool finishes, select OK.
6. Go to the File menu, then click Utilities.
7. Click Verify Data, then choose Rebuild Now once QuickBooks finds an issue with your company file.

I'm adding this article for reference: Verify and Rebuild Data in QuickBooks Desktop.

Once sorted out, you can follow these articles to add and match your transactions. Then reconcile this to review and ensure your accounts are balanced:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Let me know if you have more concerns about managing invoices. I'm just a post away. Have a good one!

Thanks so much for responding but that is not my issue.

I have been processing Progress Invoices for many years and when I have previously invoiced a client it shows up as the prior billed when I prepare the next invoice.

The first invoice has 83% billed; now the second invoice has zero prior and when I prepare a second invoice which is 10% additional, it reflects the billed to date as 10%, obviously that should be 93%.

Everything in company preferences is fine, yes to estimates and yes to progress invoicing.