You can make use of progress invoicing feature, djohndi06.
This will allow you to create multiple invoices from a single estimate. With this option, you can invoice your client for 50% including taxes. The first thing we need to do is to turn on this feature.
Once done, create an estimate for the full amount and save it. When it's time to invoice your customer, let's open the estimate. Click on the Create invoice button at the upper-right corner. On the pop-up, select the second radio-button, then enter 50% on the first box and select Create invoice.
We also have a report called Estimates Progress Invoicing Summary by Customer. You can search and pull up this report on the Reports tab. Use this for your guide to see the list of all estimates and the linked invoices.
This method is so simple. Tag my name anytime if you need more help. Wishing you all the best!
IF, if you are asking how to invoice for one half the item total plus the full amount of sales tax (many states require this) - you can NOT do that using progress invoicing. ie
widget, qty 4, total price $568.00
sale tax @ 8.25%, $46.86
Total invoice, $614.86
Progress invoicing will invoice (if you select 50%) $307.43
What I think you want is
item sale at 50%, 284
sale tax, 46.86
total partial invoice $330.86
QB can not do this
Hi @AlexV Or anyone who can assist.
Where it says "How much do you want to invoice"
where is the option to select qty rather than a dollar amount or %?
I.E i have an estimate/quote for 100 items.
I want to invoice for 37 items.
How do i quickly add invoice 37 items only?
Dont wish to grab a calculator to work it out. want it to be simple so any staff member can add this quickly to customer jobs.
You can enter 37% on the box when creating an invoice from an estimate. Let me share a couple screenshots for your visual reference.
Additionally, here's an article you can read to learn more about converting an estimate to invoice: Convert an estimate into an invoice in QuickBooks Online.
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!
Thanks for your reply.
in theory that works if the qty was 100.
let me give you another example.
lets say there was an item order for qty of 86 parts.
i wish to invoice 13 parts.
whats the best way to enter this "Easy"?
Hello there, MPQ,
In QuickBooks Online, when you convert an estimate to an invoice you can only select the Amount or Percentage. It'll be deducted on the total items from the estimate.
For example, you'll want to calculate the percentage of 13 items out of 86 to come up with the percentage to convert. Or the total amount of 13 items out of 86.
You can check out the articles provided by my colleagues to learn more about invoicing in QuickBooks.
I'll be right here if you have other questions.
Surely its not to hard to update quickbooks to include the function to invoice X qty rather than trying to work out a dollar amount or %?
In these help forums are alot of people who are manufacturers. so to add a invoice X qty function to this would be great!
Hello there, MPQ.
We understand how important this feature is when running your business. For now, it is not available in QuickBooks Online. We'll share your idea with our product development team. Also, you can share it with them by contacting our Customer Care Team. They can pull up your account and create a request about this.
Aside from that, new features and updates about QuickBooks Online are cascaded in the QuickBooks Blog.
Meanwhile, you can check third-party applications online that can do this. You can also search within the Apps menu in QBO or through the marketplace.
We'll be right here if you need anything else.
Company has acquired an inventory management app as part of the family recently. So I won't expect the partial shipment feature will be available as basic feature in QBO for the time being.
If you are a manufacturing company, you may utilize the simple assembly feature. Otherwise, you may explore this manufacturing app.
I use QB Desktop rather than QB Online, so I'm not sure if this will work or not, but often QB has a built-in calculator in its fields. Try typing "13/86" and see if QB works out the percentage for you.