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February 5, 2019
Question

Sales Orders

  • February 5, 2019
  • 13 replies
  • 28 views

We use the Contractor Edition of QB.  When we invoice from an estimate we are able to invoice a percentage of that estimate.  I do not see that option for a Sales Order.  Can progress invoices not be done form Sales orders?

13 replies

February 5, 2019

Hi there, @Sarah JB,

 

Thanks for checking this with the Community. I can share some information about progress invoicing in QuickBooks Desktop.

 

At the moment, progress invoicing only applies to your estimates. You can create an invoice for selected items but not a percentage of your sales order.

 

These transaction has different functions; sales orders are used to track multiple orders and Fulfillment, while estimates are used to analyze profits.

 

If this is something beneficial for you, I'd suggest sending this preference to our developers. Doing this will let them know what features would help a business like yours run a little better, and they will consider that in a future update.

 

Here's how to send your request:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

That should do it. Your suggestion goes directly to our Development Team who considers feedback for QuickBooks enhancement. I'll do the same thing in my end to reinforce your request.

 

Please keep me updated if you have any more questions about QuickBooks. I'll be glad to help. Have a great day!

 

 

January 12, 2023

This has been asked for for years, and nothing happens... its like they dont understand English, and have not ever ran a small business.