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Level 1

Progressive Invoicing by Estimate Total, not line item

Hello -


Typically I use progressive invoices with just 1 line item (i.e. "design services") however in a new project I would like to bill my services separately since I am tracking subcontractors. "Copywriting" and "UX" in addition to my "design services".


The problem I'm running into, is I need to specify exactly how the estimate will be broken up between the 3 categories.  I would like the invoices linked to the estimate so I know how much is used up, but not so prescriptively. Is this feasible?  I'm on QB online simple start.



3 Comments 3
QuickBooks Team

Progressive Invoicing by Estimate Total, not line item

Welcome to Community, @sallypipkin.


I'll share some information about categorizing items. While estimates are a non-posting transaction, you'll want to assign the specific account to the item or services.


To do so, here's how:

  1. Go to Gear.
  2. Choose Products and Services.
  3. Tap New or Edit the service ("Copywriting" and "UX")
  4. Scroll down towards the Income account drop-down, and then select the account where you want to categorize the item or services.
  5. Click Save and close.




Refer to this article for more information: Add product and service items to QuickBooks Online.


With the above steps, you're able to specify the categories of your services in an estimate.


Additionally, here's a link that'll help you manage customer-related tasks. It has topics with articles that'll guide you along: Topics about your company's income and customers.


Feel free to reply to this thread anytime if you have questions or concerns with estimates. I'll be around for you. Take care and have a great day ahead.

Level 1

Progressive Invoicing by Estimate Total, not line item

Hi Sheilla, 


The question is more about estimates and progressive invoices. 


I would like to create an estimate for $10,000 but be able to invoice it with varying ways... e.g. 2k of design services, 8k of copywriting.  OR 3k design services, 4k UX, and 3k of copywriting. OR 3k design services, 3k UX and 4k copywriting. Does that make sense?


Right now if I make an estimate I need to specify exactly what the makeup of the $10k will be.

QuickBooks Team

Progressive Invoicing by Estimate Total, not line item

Hello there, @sallypipkin. Let me walk you through how to create a progressive invoice in QuickBooks Online.


Yes, you can create an estimate worth $10,000 and charge it in a number of ways. Let's make sure to link the same number to the estimate until it becomes zero.


Here's how:


  1. Create an Estimate worth $10,000.
  2. Once done, link it to the invoice by clicking the Create Invoice option within the estimate receipt.
  3. Click the Custom amount of each line for how much do you want to invoice, and hit Create Invoice.
  4. To customize the product and services, you can click the Trash Bin to delete and add any product you want to add.
  5. Make sure to enter the sales tax and Hit Save or Save and Send.

Repeat the process and make sure to link to the same Estimate number.


Check out this article about how to turn on and create progressive invoices in QuickBooks Online.


In addition, I added these links for your reference after creating the invoice:



Come here if you still need additional details about your sale receipts. I'd be happy to support you.


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