Progress Invoicing Total Percentage Billed Error

I appreciate you for your post regarding the billing percentages in QuickBooks Desktop (QBDT). I know how crucial it is for your billing to reflect accurate information. Let me clarify how calculation works and help you find the best solution.

I understand that you expected a total percentage of 75% by adding the two items. However, the first item has already been fully billed and the system does not include it in the current calculation. Since only 50% of the second line item was currently billed, therefore the total percentage should be 50% as well.

Furthermore, here are some articles that can guide you in managing your invoices more effectively:

• Verify that an invoice was emailed and read by recipient
• Remove or unapply a credit from an invoice or bill

Let us know if you have further questions about managing your invoices in QBDT. We'll be right here to help you anytime.

1. Those two links shared have nothing to do with my question/post, so I'm not sure why they were shared at all.

2. The problem with what you are saying (with what I am understanding) is that total percentage is being treated as total current percentage billed, however, that already has it's own place, so shouldn't the line under total % on line "fee subtotal" be the overall total billed? 

Basically our client is seeing the total percent billed on the job go down instead of up because we billed less in this invoice. That's the part that they are not understanding, and I can't help but agree it doesn't quite make sense.

Hello, LDSNY.

Thank you for getting back to us and expressing your concerns. I understand your confusion regarding the total percentage being treated as the current percentage billed in QuickBooks. I'll provide additional details about this.

In QuickBooks, the system calculates the percentage based on the line item's previous percentage bill amount, but it doesn't account for the first line item that's already been fully billed.

I'm sharing this article to learn more about the progress invoice feature: Set up and send progress invoices in QuickBooks Desktop.

In addition, you can generate ready-made vendor reports that tell you where your company stands in terms of expenses and accounts payable.

We appreciate your feedback and are continually working to improve our software's clarity and user experience. LDSNY.  If you have any further questions or require additional clarification, please don't hesitate to let us know.