Invoicing

I'd recommend utilizing the Progress Invoicing feature in QuickBooks for Mac, @VFCMH.

It helps you create an invoice for a percentage of the entire estimate. Doing so helps you split an estimate into as many invoices as you need. I'd be glad to discuss this in detail.

Beforehand, be sure to turn on the feature in Preferences.

1. Go to QuickBooks.
2. Choose Preferences.
3. Select Sales & Invoicing.

Then, here's how to create an estimate:

1. Choose Customers and select Create Estimate.
2. Click the Create an Estimate button on the left panel, or click the +Plus icon at the bottom of the list.
3. Enter the information for the estimate, and click Save.

After that, we can create an invoice for a percentage of the entire estimate. 

1. Go to Customers.
2. Select Create Invoice.
3. Choose the customer's name that you've created an estimate for.
4. Select A percentage of the estimate. 
5. Specify the percentage you want to include on the invoice.
6. Click OK.

Once done, you can pull up your Job Progress Invoices vs Estimates report to verify how much of the estimated amount has been billed. Refer to this article for more details: Customize customer, job, and sales reports in QuickBooks Desktop.

Feel free to click the Reply button if you have other questions about creating a progress invoice. I'm here to help. Have a great day!

The problem is that it is not a percent of the total amount. It is a group of people who all owe a percent of the total and each person has a different responsibility percentage for the total payment. 

Hi there, VFCMH.

Let me join this thread so I can share more details on how we can create an invoice like this. 

We can set up a Payment Item type and add it to the invoice. This will reduce the total amount owed on an invoice. You can follow these steps:

1. Go the Lists menu and select Items.
2. Click New and select the Payment type of item.
3. Enter all the details required.
4. Save the item.

Once done, open or create a new invoice and add it as another line item. Then, enter the amount your client owed. You'll want to manually calculate it.

I've added some articles for your reference:

• Add, edit, and delete items

• Receive and process payments in QuickBooks Desktop

Comment again if you have more questions. Take care always!

I created an estimate and want to invoice 50% to a customer.  When I put the 50% to create invoice, it cuts all of the quantities in half.  I need it to invoice 50% of the total invoice not the quantities.  I still want to show the quantities ordered, but only have the amount due change to 50%.  Is this possible?

Example: I have 3 line items on the invoice

line 1 - qty 1  ($2000)

line 2 - qty 6  ($12000)

line 3 - qty 2 ($6000)

when I put the 50% in, it changes the lines to 

line 1 - qty  .5 ($1000)

line 2 - qty 3 ($6000)

line 3 - qty 1 ($3000)

Changing the quantity to half of what they ordered is a problem for our customer, they are actually putting 50% on the total line item cost.  We are not delivering half the order.  Everything will ship together when complete.  

Thanks, in advance.

Thanks for joining the Community, @ADVMOD.

Currently, we're unable to show the full item quantity when creating a partial invoice from an estimate. I know how important this feature is when we can enter a percentage amount without offsetting the number of the items.

For now, you may want to enter that the items are in their exact quantity in the description field or have an internal agreement with your client.

I'm also adding this articles for more details about receiving customer payments and run Job Progress Invoices vs. Estimates report to see the remaining estimated amount:

• Take and process payments in QuickBooks Desktop
• Customize customer, job, and sales reports in QuickBooks Desktop

Feel free to comment if you have other concerns handling sales transactions. I'm always ready to help you out. Take care.

Where does it say "select percentage" on the invoice? 

I'm trying to bill out 60% of a job, but I don't see how to do that. With quickbooks desktop, it used to ask you about percentages when you converted the estimate to the invoice. That option seems to be gone. 

Please advise.

Hello there, @LLP4. I'm here to help with entering the percentage on your invoices.

We'll need to turn on the progress invoicing for you to be able to enter the percentage when you create invoices from the estimates. Let me guide you through the steps.

Let's start by turning on the progress invoicing, here's how:

1. Log in to your company file as an admin.
2. On the File menu, select Switch to Single-user mode.
3. Go to the Edit menu and select Preferences.
4. Click Jobs & Estimates from the list of menus.
5. Choose the Company Preferences tab.
6. Select Yes in the DO YOU CREATE ESTIMATES? and on DO YOU DO PROGRESS INVOICING? section.
7. Then select OK.
    

Once you've already turned on the progress invoicing, you're now ready to create an invoice on your estimate. You can refer to this article for the detailed steps: Set up and send progress invoices in QuickBooks Desktop.

I've also added this article if you want to learn how to receive and process customer payments for invoices: Take and process payments in QuickBooks Desktop.

Ping me a reply if you have clarification or additional information about managing invoices in QuickBooks. Have a nice day!