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rvitullo
Level 1

Non posting invoice feature needed in QB Online

We still use Qb desktop because of its "non-posting" invoice status feature. We can create an invoice and then make it posting once we have the order or payment from our customer. Qb Online doesn't offer this. We looked into using estimates or sales orders but it doesn't let you preserve the document number when converting it to an invoice later on. Well, we could if we wanted to manually enter every single number, but that sounds terrible. So the estimate number changes to something different on the final invoice, which won't work for us. Is there a way to have something similar so we can send our customer a "bill" and have that same document number be the same number on the final invoice? Or is there a different way to approach this? Or do I need to put in a feature request with Intuit?

3 Comments 3
DivinaMercy_N
Moderator

Non posting invoice feature needed in QB Online

Thank you for posting here, @rvitullo.

 

Currently, the non-posting invoice feature is unavailable in QuickBooks Online. As a workaround, you can create an estimate since it's a non-posting transaction and can be turned into an invoice at a later time. Here's how:

 

  1. Go to the +New button and select Estimate.
  2. Enter the necessary details and click Save when done.
  3. When saved, you'll see the Create invoice option.
  4. Click that if you want to turn your estimate into an invoice. 

 

Then, to add this feature in the future, feel free to submit a feature request to our product engineers. To do so, just click on the Gear icon and select Feedback

 

Also, getting a list of all payments and invoices for each of your customers in QBO is a breeze. To get started, pull up the Invoices and Received Payments report. Then, customize it so it will only show the info you need. 

 

If you need further assistance about managing your invoice in QuickBooks, feel free to get back here. I'm always around to provide you steps and resolutions to achieve your goal. Have a blissful new year and take care.

rvitullo
Level 1

Non posting invoice feature needed in QB Online

As I mentioned, we can't use estimates because Qb changes the document number when it's converted to an invoice. This isn't a valid work around for us.

 

I'll provide feedback on this. Again.

kgResortWear
Level 2

Non posting invoice feature needed in QB Online

I understand your concern and it is a very common business practice.

As you've seen, QBO does allow for the creation of Estimates.  Beyond this, you need to take the helm and leverage your procedures to make it work in your favor.  Here is how we do it:

 

Notice that there is a field for Department and Customer PO Number on each estimate created.  We use a migration from estimate (Sales Quotation) to Firm Sales Booking.  We make that migration by Populating the Customer PO field which makes are estimate a FIRM Sales order booking.  To enhance this clarification, we also change the department from Quotation to Sales Order.

 

If you use traditional Sales Order Numbers, that's OK for tracking purposes.  There are two places where you can populate: In the body of the estimate or in a user-defined field with a custom form.  Keep in mind that the Customer would likely be looking for their own PO Number when receiving your invoice.

 

When you convert to an invoice, you can update the invoice number after conversion so that it show up as your manually assigned Sales Order number.  I like the sequential invoices for Audit purposes but you can modify the invoice to just about any allow character string.

 

Custom reports help this process but the important thing is to have a solid Sales Order migration method.

 

Kevin

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