My client uses progress invoicing. I cannot figure out how to import the captured billable receipts or billable time from Tsheets and have them reduce the open balance. It appears that items on a progress invoice can be linked to either the estimate OR the captured transaction, but not both. Is there a workaround? I've attached a screen shot showing an invoice created from the estimate. If I import the time from the right, it creates a new line on the invoice that doesn't impact the open time from the estimate.
I can show you how progress invoicing works, LaBelleBooks.
When you enter the billable receipts or time, it won't reduce the open balance. Billable time or expense needs to be reported so it will be added on the balance.
On your screenshot, it seems that you're using Custom amount of each line. This option will allow you to modify the amount to be charged on each item.
Click on the third line item, you have an option to change the amount. You can also choose the percentage one.
You can refer to this screenshot on how to change it:
You'll want to check this article about progress invoices.
Please let me know if you have other concerns. I'm here to help.
Thank you for adding more details, mightygrow.
The Progress Invoicing uses data from estimates. However, we're unable to link your imported time data to your estimates.
You can either use the estimate data if you want to continue using progress invoicing. Or, you can just add the exported time data, and remove the time items on your estimate.
On the other hand, I will share your feedback to our product engineers about linking imported time data to estimates.
You can always go back to this thread if you have additional questions.
Thank you for voicing out your opinions to us, @LaBelleBooks.
We're always open for suggestions from our customers. This helps us to enhance the features of the product.
I see how developing the progress invoicing can be useful in the success of your business. But don't worry, I'll be sure to pass your suggestion along to our engineers for further development.
To stay updated with the latest news and features in QuickBooks, you can always visit our QuickBooks Blog.
We also have our QBO Self-Help page in case you want to learn some basic processes.
Please know that you can always get back to me if you have any other concerns. I'll be here to assist you.