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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

I have QB 2013 for Mac. I want to invoice progressively. I have selected "progressive invoicing" in the preferences. I have created an estimate that shows a list of like items with the same pricing so that I can bill my client $50.00 per month, the list looks kinda like this:

item.......amount

design....$50.00

design....$50.00

design....$50.00

To reiterate; I did this so that I could invoice $50.00 at a time using the item called "design." When I create my invoice and select my client, the estimate appears and I choose the estimate. I select the third button down which says that I can select a certain number of items from my estimate . The problem is, when I select any specific line, the entire list is transferred to my invoice. How do I select a single line item from my estimate to apply to the invoice? Thank you.

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Best answer December 10, 2018

Best Answers
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Level 15

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Let's pretend the Design Fees are $50 a month x 6 months. That = $300, not $50 separate lines. You invoice only $50 OF the $300, and the $300 shows a reducing balance left to invoice. That defines Progressive.

You seem to be working with Monthly Fees, not Progressive. Monthly Fees is a different concept.

View solution in original post

12 Comments 12
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Level 8

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Here's some articles on progress invoicing, <a href="http://www.qblittlesquare.com/?s=progress+invoicing" rel="nofollow" target="_blank">http://www.qblittlesquare.com/?s=progress+invoicing</a>
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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Okay, that was partially helpful. Thank you. I played around with it a bit and still can't get it to do what I'd like it to do. My client and I know that the completed job price will be $592.00. I want to bill her each month for $50.00. I want to show that the invoiced amount is $50.00 on each invoice, and I ideally want her to be able to see what she's already paid...so a running total should be somewhere, either by adding the paid amounts up or subtracting the paid amounts from the total amount eventually due. Is this even possible? If so, how?
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Level 8

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

You can edit your invoice template and add "payments/credits" and "balance" but I would send a statement along with the invoice.
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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Hmmm...well, I was looking at sending recurring monthly invoices, which may work...I can calculate how many months worth of invoicing the same amount and set it up. I just need to figure out how to make a statement work in order to show the running total or the running amount paid. I need to explore this part of the program more. Thank you for the advice.
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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

How do I mark your first answer as helpful? I don't see a button for it now.
Level 8

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Don't worry about that but let us know if it works out for you.
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Level 15

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Let's pretend the Design Fees are $50 a month x 6 months. That = $300, not $50 separate lines. You invoice only $50 OF the $300, and the $300 shows a reducing balance left to invoice. That defines Progressive.

You seem to be working with Monthly Fees, not Progressive. Monthly Fees is a different concept.

View solution in original post

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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Okay, thank you for your input. I will see if I can look up how to do that. The progressive billing seemed to come closest to that. I need it to show the running total somewhere so I can see how much is left of what they owe me and it would ideally also show on the invoice without confusing the client.
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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Looks like monthly recurring billing might be the answer. I need to figure out how to give my client a running total...which I think may be a possibility of creating statements, but I have to learn about those first to be sure. Thank  you for your help.
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Level 15

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

"The challenge is that I need a specific amount invoiced each time and with the percentage set up, it doesn't quite work that way."

Progress Invoicing allows you to specify $, % and/or Qty, for any and every item on the estimate, and for each Progressive Invoice you create, until the Estimate is "invoiced in full."

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Level 15

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

"I need it to show the running total somewhere so I can see how much is left of what they owe me and it would ideally also show on the invoice without confusing the client. "

You set up the Invoice Template to be a Progressive Template, so that it includes the columns for Est $, Prior $ and Current $, and even Total $; % and Qty are also available.

I will attach screenshots, this is from PC QB.

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Level 1

Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

I appreciate your help on this. The challenge is that I need a specific amount invoiced each time and with the percentage set up, it doesn't quite work that way. Thank you though, I set it up differently.

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