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.
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:
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.
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.
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.
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.