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S
Sarah JB
February 5, 2019
Question

Sales Orders

  • February 5, 2019
  • 1 reply
  • 21 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?

1 reply

A
Anonymous
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!

 

 

qbteachmt
qbteachmt
Level 11
February 6, 2019

@196027

 

I think you made a typo: "These transaction has different functions; sales orders are used to track multiple orders and Fulfillment, while estimates are used to analyze profits Progress."

 

@Sarah JB

 

The SO is based on Qty only, and that's why they are often used, created From the estimate, for purposes of managing demands on inventory. They work fine for services, as well, but fulfillment and backorder tracking is Qty-based, the purpose of using SO.

 

You actually can use Estimate and SO, then invoice your customer from billable time and costs. They all meet different tracking, management and reporting needs.

A
Anonymous
February 8, 2019

We are experimenting with using the Sales Order as a way to show that an estimate has been accepted.  Then we know to follow up on those without a Sales Order to either get approval to move forward or inactivate it if they are not going to award it to us.  I guess I can still invoice from the estimate if I need to do a percentage based invoice and close the Sales order once the estimate has been invoiced.  If you have another suggestion for knowing what estimates have been approved and which have not I would love to hear it.  Thank you


Hi, @Sarah JB.

 

Allow me to step in and help share a suggestion in tracking estimates in QuickBooks.

 

You can open a Custom Transaction Detail report to know which estimates have been approved or not. 

 

Here's how:

 

  1. Go to Reports menu and select Custom Reports.
  2. Choose Transaction Detail.
  3. Then filter the transactions as shown in the screenshot below.

 

 

 

For now, this is the only available report we can generate to track the approve estimates in QuickBooks.

 

Let me know if you have additional questions. I'll be here to help.

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