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lfar
Level 1

Progress Invoicing

I'm using progress invoicing in QuickBooks Online.

My clients pay in installments of 12 and 24. I normally create progress invoices and link them to the estimate one by one. As you can imagine is a lot work and time-consuming. 

is there a way to create a batch or recurring of invoices from the estimate?

3 Comments 3
Mark_R
QuickBooks Team

Progress Invoicing

Thank you for posting here in the Community, @lfar.

 

At this time, creating a batch or recurring invoices from an estimate isn't possible. QuickBooks only allows you to link your progress invoices to an estimate one at a time.

 

I understand how much time it could take linking them one by one. But I want to let you know that we're taking notes of your feedback and suggestions.

 

For now, I encourage sending your feedback directly to our product engineers. This way, they can review it and consider adding it in the future update. Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Gear icon, then select Feedback.
  3. Enter a description of your concern and click Submit.

 

Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please know that I'm just a reply away if you have additional concerns with progress invoicing. Have a good one.

lmohr8598
Level 1

Progress Invoicing

Has there been any changes with processing batch progress billings?

Carneil_C
QuickBooks Team

Progress Invoicing

I appreciate you chiming in on this thread and asking for an update on this feature, @lmohr8598. I’ve come to provide some insights regarding this concern.

 

We hear you, and we’re constantly improving to enhance our customer's experience with program features while using QuickBooks. As mentioned by my colleague above, the batch progress billing option is unavailable in QuickBooks Online.

 

I understand that it could take some time to have this feature available. If you haven’t done it yet. I recommend sending this suggestion directly to our Product Development Team. Thus, they can review and determine what features to add for future product enhancements.

 

Here’s how: 

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion and click Next.
  4. Type your email address.
  5. Once done, click Send Message.

    qbo_feedback_new.png

 

You can track the progress of your feature request in our Feedback forum

 

We constantly take your suggestions into account while making product updates. The more requests this gets, the more likely it'll be part of future enhancements.

 

In case you might need this, I’ve added an article you can read to see what’s new with estimates and invoices: See what’s new with estimates and invoices in QuickBooks Online

 

Let me know how else I can help you with QuickBooks Online features by adding a comment below. I'm more than happy to lend a helping hand. Keep safe.

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