cancel
Showing results for 
Search instead for 
Did you mean: 
cj-hellovulgar-c
Level 1

Hey there! Is it possible to send an invoice where 50% is due upon receipt and 50% is due at later tbd date when services have been completed?

 
2 Comments 2
JoesemM
Moderator

Hey there! Is it possible to send an invoice where 50% is due upon receipt and 50% is due at later tbd date when services have been completed?

Welcome to the Community space, @cj-hellovulgar-c. I'd be happy to help guide you in entering the 50% to your transactions.

 

Yes, it's possible. Just create progress invoicing for the transactions and enter the 50% from there. This will deduct all the invoices created when it's due time. Before that, you'll need first to turn on the progress invoicing option from the Account and Settings page. Let me show you how.

 

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Progress Invoicing section.
  3. Select the Create multiple partial invoices from a single estimate checkbox.
  4. Select Save and hit Done.

Refer to the screenshot for Steps 2-4.

Capture.PNG

Once done, create an estimate for the full amount and save it. On the pop-up, select the second radio button, then enter 50% on the first box and select Create invoice. Follow the steps below.

 

  1. Go to the Sales menu on the left panel. Then, select All Sales.
  2. Find the estimate on the list.
  3. Select Create invoice link from the Actions column. You can also open the estimate and select Create invoice.
  4. You'll be routed in the How much do you want to invoice? page. Then, click the center radio button.
  5. Enter 50% of each line.Capture.PNG
  6. Click the Create invoice button. Then, review the information entered on the Invoice page.
  7. Click Save and send or Save and close.Capture.PNG

 

You can attach the estimate summary when sending the invoice so your customers can see the remaining balance. Also, you can pull up the Estimates Progress Invoicing Summary by Customer. Use this for your guide to see the list of all estimates and the linked invoices.

 

Lastly, I've also included this helpful article for the steps about the different methods you can start in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments if you have any other concerns. Stay safe!

Sky15
Level 1

Hey there! Is it possible to send an invoice where 50% is due upon receipt and 50% is due at later tbd date when services have been completed?

How do you do this in QB desktop?

 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us