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Estimate showing a balance to be invoiced when it is invoiced 100%

I have a few Estimates, that when you go to create invoice. Its says invoiced 100% however if I go to reports inside the Estimate to see the invoices that are associated to it. it still shows an amount that needs to be invoiced. It does look like most of the time its the GST. All my reports show a balance too that needs to be invoiced. How can I fix this?

 

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QuickBooks Team

Estimate showing a balance to be invoiced when it is invoiced 100%

Hi LisaGibbons,

 

QuickBooks Desktop is an all-in-one solution for your business bookkeeping. When converting an Estimate to an Invoice, it's vital that the system is recognizing the entire amount to be carried over. I'd be happy to point you in the right direction for support with this.


Since you've mentioned GST, it sounds like you're using a Canadian QuickBooks account. It's important to reach out to our Canadian Community site for any further questions, as the product's capabilities vary by region. For now, I'll help direct you to some additional resources.

 

When your customer has accepted your estimate and agreed to pay a fixed amount (rather than for actual time and costs), you can turn the entire estimate into an invoice. There's two workflows you can use to get this task done, and I'll outline them below.

 

From the Estimate window

  1. Open the correct estimate.
  2. Select Create Invoice at the top of the Estimate form.
  3. If you have progress invoicing turned on, you may get a prompt asking what items and quantities to put on the invoice. Specify what to include as prompted.
  4. When the invoice appears, edit the information as needed.
  5. Select Save & Close.

From the Invoice window

  1. From the QuickBooks Home screen or the Customer menu, select Create Invoices.
  2. On the Customer: Job drop-down, select a customer or customer job.
    The available Estimates window appears.
  3. Choose the estimate you want to include in the invoice. Note that QuickBooks will only allow you to select one estimate to invoice. Note: If you have progress invoicing turned on, you may get a prompt asking what you want to have on the invoice. You can simply specify what to include as prompted.
  4. When the invoice appears, edit the information as needed.
  5. Select Save & Close.

If you're following all the appropriate steps and you're still running into this issue, please reach out to our tech support team so an agent can take a closer look to see what's happening. 


I hope this helps get you back on track.


Cheers.

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