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Hi there, @eric24.
You'll want to update your estimate before you convert it to an invoice. Or, you can add another line item in the invoice so you'll be able to save the changes.
Here's an article you can read for more information in converting your estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.
I also recommend checking this great article that provides detailed information in personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Know that I'm always around whenever you need help. Take care and stay safe.
Hi there, @eric24.
You'll want to update your estimate before you convert it to an invoice. Or, you can add another line item in the invoice so you'll be able to save the changes.
Here's an article you can read for more information in converting your estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.
I also recommend checking this great article that provides detailed information in personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Know that I'm always around whenever you need help. Take care and stay safe.
Thanks for the response. It does not solve the problem, but good to know it's a limitation of QBO.
In my case, I need to keep the original estimate and bill in excess. Quickbooks should add a switch, so we can set whether to enforce this restriction or allow excess billing.
I have the same frustration and and trying to figure out how to over come this.
Hi jcnooney,
I understand the possible effects of closing a partially invoiced estimate. I’m sending feedback on your behalf, and you can do the same by clicking the Gear icon and selecting Feedback.
For now, what you can do is go back to the estimate and update the status to Pending. Then, you'll want to enter a dated statement in the Message displayed on estimate box to indicate how much was invoiced per line item.
Please don't hesitate to reach back out if you have other questions about your estimates.
Did you ever find a way around this? Ive asked them to update this. I also want to invoice beyond an estimate line item with me choosing whether to allow it to go over the estimate amount.
Hello there, Jaystone2023.
I can see the convenience of being able to create an invoice beyond the estimate line item. With that, I suggest sharing this product ideas with our developers. Here's how:
In the meantime, you'll have to modify the estimate before converting it to an invoice. I'll guide you through the steps.
From there, you can convert it to an invoice. Here's how:
Moreover, you can check this article as your guide in personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep me posted whenever you have concerns in keeping an accurate track of your customer's transaction.
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