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irene-salib-mssm
Level 1

How do I link 1 estimate to 2 invoices for 2 different people

 
2 Comments 2
LieraMarie_A
QuickBooks Team

How do I link 1 estimate to 2 invoices for 2 different people

Hi there, @irene-salib-mssm. The instructions I'm including below will help you create multiple invoices from an estimate.

 

In QuickBooks Online, we can split an estimate into as many invoices as you need for one customer only. Make sure the Progress Invoicing feature is enabled in your settings.

 

Here's how:

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

 

Then, create a progress invoice template using the Airy new style.

  1.  Go to the Gear icon and select Custom form styles.
  2. Select New style and then Invoice to create a new invoice template. Or, select Edit to update one of your existing templates.
  3. Give the template a memorable name, like "Progress invoice template."
  4. Select Change up the template or Dive in with a template in the Design tab.
  5. Select the Airy new template. This is the only template you can use for progress invoices.
  6. Select Edit print settings or When in doubt, print it out.
  7. Uncheck the Fit printed form with pay stub in window envelope or Fit to window envelope checkbox.
  8. Select the Content tab. Then select Edit ✎ on the second section of the form.
  9. Select the Show more activity options link. Then select the Show progress on line items (email only) checkbox if you want to show item details on the progress invoice.
  10. Select Done.

 

After that, create an estimate.

  1. Select New ⨁ and then Estimate
  2. Select your customer.
  3. Fill out the rest of the estimate.
  4. Select Save and newSave and close, or Save and send.

 

Once done, create multiple invoices from the estimate. For the detailed steps, go to this article and proceed to Step 4: Set up and send progress invoices.

 

Additionally, if you have recurring transactions, like recurring invoices, you can create a template for them. You can read through this guide for more information: Create Recurring Transactions. It also has additional resources that I'm sure you'll find helpful with regards to editing your templates.

 

Please fill me in should you have any further questions or concerns about progress invoicing. I'd be happy to help. Thank you for reaching out. Have a wonderful day.

LieraMarie_A
QuickBooks Team

How do I link 1 estimate to 2 invoices for 2 different people

Hi @irene-salib-mssm ,

Hope you’re doing great. I wanted to see how everything is going about creating multiple invoices from an estimate. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

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