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ryan173
Level 1

Can I create an estimate with 3 services then convert the estimate into 3 different invoices as I complete each services at different times?

 
1 Comment 1
ChristineJoieR
QuickBooks Team

Can I create an estimate with 3 services then convert the estimate into 3 different invoices as I complete each services at different times?

You can achieve this through progressive invoices in QuickBooks Online, ryan173. I'll ensure to provide details on how to accomplish this.

 

Progress invoicing allows you to divide an estimate into multiple invoices as necessary. To utilize this feature, you will need to turn it on from the Account and Settings under the Gear icon.

 

You can proceed with the following steps:

 

  1. Pick the Sales tab.
  2. In the Progress Invoicing section, select Edit.
  3. Turn on the Create multiple partial invoices from a single estimate switch.
  4. In the Update your invoice template? window, select Update.
  5. Select Save, then Done.

 

After that, create an estimate. Once you're ready to convert it, click the Convert to Invoice from the dropdown arrow below. Next, you'll be prompted on how you want to convert your invoice by choosing the 3 options. Refer to the sample illustration below:

3.png

 

Next, enter the amount in the Due column.

4.png

 

If you want to check the converted items, return to your estimate to view the remaining balances and the items that have been included in your invoice. See this screenshot for your guide:

5.png

 

For further guidelines, you can refer to this page about the progress invoices. It keeps payments organized and connected from start to finish: Set up and send progress invoices in QuickBooks Online.

 

Additionally, you can generate comprehensive reports show invoices due on specific dates: Create an invoices due on a specific day report in QuickBooks Online.

 

You can always write down your comment below, ryan173. I'd be happy to give more information concerning your estimates and invoices in QuickBooks Online. Stay safe.

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