Estimates and invoices

Hi, IPND.

I want to ensure that I'll be providing the correct way to solve your concern. Can you add more details about it?

Did you create an invoice out of the estimate, but only 2 of them showed up?

I'll be keeping an eye on your response.

I have created 6 estimates. I have converted 1 of them to an invoice but 2 other estimates already show in the invoices even though I never converted them and still shows “Convert to invoice” in the estimate screen. 

Let me help you go over your estimates and ensure you can convert them accordingly, IPND.

Most of the time, unusual behaviors are caused by accumulated cache and cookies in the browser. To rule this out, we can press the F5 key on your keyboard to refresh the page.

If you're still getting the same result, we can do some of the basic troubleshooting steps. We can use these shortcut keys depending on the browser you're using:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P.

Once signed in, go back to your invoices and check the estimates from there. If it rectifies the issue, go back to your main portal and clear its cache to remove the browser's history or you can press CTRL+Shift and Delete key on your keyboard altogether. You may also try accessing your account using another supported browser.

However, if the issue persists, we can delete and recreate the transactions. We can refer to this article to know more about how estimates work in QuickBooks Online: Create and send estimates in QuickBooks Online.

I'll be sharing this write-up: Request and accept deposits on estimates in QuickBooks Online. We can find steps on how to request a deposit for your estimates as well as updating invoice due date.

Feel free to let me know if you need more help with this, IPND. I'll standby to provide additional assistance. Have a great rest of your day!

Thank you for that information! If we accept payments online can the 3% fee be charged right to the customer as they pay or does it need to be added to the invoice beforehand?

You’re always welcome, @IPND. You can charge the 3% processing fee by adding this to your customer’s invoices, and I’m here to show you how.

Let's create a service item for the fee and manually add it as a line item on your customer's invoice. This way, you can easily identify and track it with the detailed description.

Here's how:

1. Go to the Gear icon, then select Products and Services. 
2. Click the New button and choose Service.
3. Enter the name of the service item (E.g. Convenience or Credit card fee).
4. Choose the account you'd like to use to track the processing fees under the Income account drop-down.
5. Tap Save and Close.

Once done, you can manually add the fee as an item on your customer's invoice. See this article to know what steps you'll need to take if you've already sent it: Add Service Fees Manually to Invoices.

I've included some resources about working with automatic invoices and recording payments that may come in handy moving forward: 

• How to schedule recurring invoices
• Record invoice payments in QuickBooks Online

Feel free to get back in this thread if you need help managing your invoices or any other sales transactions. I'm always here to help you. Take care.