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Level 3

Unlink an invoice from and estimate

I created an invoice from an estimate for a customer for the full amount due and sent this to the customer via email. The customer is now requesting a progress invoice. Can I open the invoice I created and customize it to a progress invoice? Or do I need to void or unlink the invoice from the estimate and generate a progress invoice straight from the estimate. If so, how to i unlink the invoice and the estimate?

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Best answer 06-21-2019

Accepted Solutions
QuickBooks Team

Re: Unlink an invoice from and estimate

Hello ST11,

 

You'll want to change the status of your estimate to pending and void the invoice. This process will let you create a progress invoicing. Let me walk you through how to go around this.

  1. Go to Sales, then click Customers.
  2. Click the customer's name, and look for the estimate.
  3. Open the estimate and change the status to Pending.
  4. Click 1 linked transaction, then click the Invoice link.
  5. Click Yes when prompted. In the invoice window, click More at the bottom.
  6. Click Void. Then, click Yes, void transaction.
  7. Click OK.

Once done, you can create the progress invoice. Here's how:

  1. Open the pending estimate, then click the Create invoice drop-down.
  2. Select an option in the How much do you want to invoice? window for your progress invoice.
  3. Click Save and send.

Feel free to read the details about: Set up and send progress invoices in QuickBooks Online.

 

I've added this article for future reference: How to record a customer payment.

 

Please leave a comment below if you have additional questions. We're always here to help.

 

pic1.JPG pic2.JPG pic3.JPG

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5 Comments
QuickBooks Team

Re: Unlink an invoice from and estimate

Hello ST11,

 

You'll want to change the status of your estimate to pending and void the invoice. This process will let you create a progress invoicing. Let me walk you through how to go around this.

  1. Go to Sales, then click Customers.
  2. Click the customer's name, and look for the estimate.
  3. Open the estimate and change the status to Pending.
  4. Click 1 linked transaction, then click the Invoice link.
  5. Click Yes when prompted. In the invoice window, click More at the bottom.
  6. Click Void. Then, click Yes, void transaction.
  7. Click OK.

Once done, you can create the progress invoice. Here's how:

  1. Open the pending estimate, then click the Create invoice drop-down.
  2. Select an option in the How much do you want to invoice? window for your progress invoice.
  3. Click Save and send.

Feel free to read the details about: Set up and send progress invoices in QuickBooks Online.

 

I've added this article for future reference: How to record a customer payment.

 

Please leave a comment below if you have additional questions. We're always here to help.

 

pic1.JPG pic2.JPG pic3.JPG

View solution in original post

Level 3

Re: Unlink an invoice from and estimate

Ok thank you, not sure if my "reply" when through so I am posting it again. Sorry if it is redundant.

Now that I have generated a progress invoice for 50% of what the total amount due is on the estimate, when the time comes how will I generate another invoice for the 50% balance owed by the customer that is linked to the original estimate? 

 

Thanks!

Moderator

Re: Unlink an invoice from and estimate

Hi there, ST11.

 

You can always go back to the estimate transaction and create an invoice again.

 

Let me show you how:

  1. Open the estimate transaction.
  2. Click on the Create invoice button beside the amount.
  3. Select the Remaining total of all lines radio button.
  4. Choose Create invoice.
  5. Send the invoice to your customer.

From there, you’ll be able to add what’s left of the remaining balance.

 

I'm also linking an article for your future reference: Add project estimate summaries to a progress invoice.

 

There you have it. Please let me know how it goes. I'll be here to keep helping. Have a great day.

Level 1

Re: Unlink an invoice from and estimate

Hi,

 

I am facing similar situation except my invoice is in closed tax period. I have an estimate and I have raised two invoices on top of it in different tax periods. Now I need to issue a credit note against one of the invoices and reissue the same invoice with different invoice number and date against the same estimate. When I try to change the date and number of the existing invoice, QBO gives me warning on possible tax inconsistencies.

 

What I am looking to do is:

  1. Unlink the existing invoice from estimate
  2. apply a credit note to this invoice
  3. create a new invoice from the estimate with same invoice amount but different date and number

How can I do that please? Thanks

Moderator

Re: Unlink an invoice from and estimate

I appreciate you joining the conversation, @khardu.

 

Modifying your transactions on or before the company's closing date will affect your books. I'd recommend consulting with your accountant first on what would be the best option for this scenario.

 

You can always modify the transactions that were made after closing your book. My colleague @ShiellaGraceA has provided the detailed steps on how to unlink the invoice from an estimate. Once the invoice is no longer linked to the transaction, you can create a new invoice. 

 

To apply a credit memo, please check this article for the detailed steps: Enter and apply a credit memo or delayed credit.

 

For additional questions or any clarifications, let me know by leaving a comment. I'm here to answer them for you. Have a good one!

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