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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!

 

 

K
kate111
February 15, 2019

I can't believe that progress invoices can't be generated from sales orders! I have a need to do 15% down upon booking, 75% more on shipping, and 10% after final acceptance.  But this should be tied to the sales order, which is where the contract is expressed for us.  Now I'm not sure how the heck I can manage the billing separately from the shipping!

qbteachmt
qbteachmt
Level 11
February 15, 2019

@kate111

 

You have Progress billing from the Estimate, as Progressive against that Baseline Scope.

 

Or, you are Fulfilling their order. That means by Quantity, even if that is Services or Noninventory.

 

And you didn't tell us which Program you are using. If you have Premier installed as either Wholesale/Manufacturing, or as Retail, or the Accountant Edition, or any Enterprise, you have Backorder tracking. If you have Pro or any other Premier edition installed, you are missing the function you are asking about = backorder tracking.

 

These are completely different concepts:

 

Estimate of work for price, so Fulfillment here as Progress is by Quantity, Cost or % for each line item.

 

Sales Order is included in the warehouse management and inventory reporting and provides for better reporting for demands on goods and services. Fulfillment here is Never by Amount or by %. You only have Qty control, here.

 

They are provided to meeet different needs.

 

You also have one more: Directly Billable as in a time & Costs arrangement. You still would use an estimate for your quote to provide to the customer, or simply as your internal planning tool. Now you will use Add Time & Costs, to Bill. That means Neither progress nor order fulfillment. But you still get to use Est vs Actuals reporting and can track Scope and even Cost to Complete compared to the Estimate, for both cost and revenue.

 

So, everything here is your tool, to use as needed. But you use the Right tool that gives you the functions you need.

 

Please see my attachment.

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