Hello, Keren. I'll guide you on how to issue an invoice in partial quantity when using QuickBooks Online (QBO).
It's possible to issue an invoice in partial quantity from an estimate using the Progress Invoicing feature in QBO. Before doing so, let's go to your Account and settings and turn on the feature. Here's how:
- From the Gear icon, select Account and settings.
- Select the Sales tab from the menu.
- In the Progress Invoicing section, click the pencil icon.
- Turn on the switch beside Create multiple partial invoices from a single estimate.
- Choose Update in the Update your invoice template? window.
- Click Save, then Done.
To continue, let's go to your Estimate and create a partial quantity. Please know that the option to choose number of items to convert into invoices is currently unavailable. You'll need to manually calculate the percentage of items to be converted. Here's how:
- From your Estimate, click the Review and send drop-down.
- Choose Convert to invoice.
- In the How much do you want to invoice? window, select Manual entry for each line.
- Create invoice.
- In your invoice, enter the amount due and the quantity you want to partially invoice. For example: There are seven quantities of items and each costs $50. If you wish to invoice four quantities of items partially, you'll need to enter $200 for the amount due and enter four in the Quantity field.
In addition, check out this article for smooth sailing process on receiving and recording payments from your customers: Record invoice payments in QuickBooks Online.
Please let us know if you have further questions about creating partial quantity for an invoice or any other concerns within the program. We're here to help. Have a good one
