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Sarah JB
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

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.

AlcaeusF
AlcaeusF
Level 14
February 8, 2019

Thanks for the report info.  I have created a saved report.  I'm wondering though about the Job Status field on the Customer/Job record.  It allows us to indicate Pending, Awarded, etc.  But how can we use this field in reports?  Like to see what jobs are in awarded state or pending state or completed state?


Hello there, Sarah JB.

 

I'm here to help provide additional information about the Job Status field in QuickBooks Desktop.

 

You can use the Customize Report option on a report to add the Job Status column.

 

Here's how:

 

  1. Run a report.
  2. Click Customize Report.
  3. Go to the Filters tab.
  4. In the search field, type in Job and select Job Status.
  5. Click the drop-down arrow below Job Status and select the option you want.
  6. Click OK.

 

Please keep in touch with me here if you need further assistance with the reports. I'm always around here in the Community.

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