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JMGE
Level 2

Custom Invoice Forms

I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project.  I cannot find the fields for "Invoiced" or "Remaining", which are visible on the Estimate, but I cannot find to put on an invoice.  I'm using QBO.

Solved
Best answer January 29, 2019

Best Answers
Regina_Lend_A_Hand_Accounting
Level 9

Custom Invoice Forms

1. An Estimate includes what has not yet been invoiced, while an Invoice does not

2. You can create multiple Progress Invoices from a single Estimate (if you turn this feature on)

3. You can include a Statement Summary on Invoices & Include Full Details on emailed Estimates

4. You cannot customize an Invoice to show what remains to be Invoiced

View solution in original post

1 Comment
Regina_Lend_A_Hand_Accounting
Level 9

Custom Invoice Forms

1. An Estimate includes what has not yet been invoiced, while an Invoice does not

2. You can create multiple Progress Invoices from a single Estimate (if you turn this feature on)

3. You can include a Statement Summary on Invoices & Include Full Details on emailed Estimates

4. You cannot customize an Invoice to show what remains to be Invoiced

View solution in original post

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