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RGillis
Level 2
posted
‎December 07, 2023 05:41 PM
last updated ‎December 07, 2023 5:41 PM

Creating an invoice from an estimate

I have used the estimate-to-invoice feature for a long time.  I always create the estimate and then create an invoice for a percentage of the total for the customer to send their down payment.  I used to be able to go into the estimate and click create invoice and a box would come up asking if I wanted to bill another percentage or the remaining balance.  Now, when I click "create invoice," it only creates an invoice for the full amount of the estimate. I can see the first invoice is linked to the estimate and the first payment is linked to the invoice.  What has changed?  Why can't I create an invoice now for the remaining balance? Thank you!!

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2 Comments 2
Maybelle_S
QuickBooks Team
QuickBooks Team
‎December 07, 2023 08:00 PM

Creating an invoice from an estimate

Hello there, RGillis.

 

I can see the importance of showing the progress invoices when creating an invoice in QuickBooks Online (QBO).

 

We can check Account and settings to see if progress invoicing is enabled. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Sales tab.
  4. Tap the Progress Invoicing edit pencil icon and turn it on.
  5. Hit Save, and then Done.

 

If it's already turned on, you might be using the new invoice layout, which doesn't support progress invoicing. Consider switching to the Old layout by clicking on it at the top if available. I've added a screenshot below for visual reference.
1.PNG

 

To learn more about progress invoicing in QuickBooks, read this article: Set up and send progress invoices.

 

Once your customer pays their invoice, you can refer to this link to record it in the system: Record invoice payments.

 

Please let me know if you have more questions about progress invoicing or other concerns. I'm here to answer them. Take care.

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RGillis
Level 2
‎December 07, 2023 08:30 PM

Creating an invoice from an estimate

That fixed it. Why would that all of a sudden not be checked when I've used it for at least a year ON. I haven't changed it. Why would QB change it?

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