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djohndi06
Level 1

How do I send a customer an invoice for 50 percent including tax?

 
13 Comments 13
AlexV
QuickBooks Team

How do I send a customer an invoice for 50 percent including tax?

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.

  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, then click Save and Done.

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.progress invoice.PNG

You can now print or send it to your customer. You can also attach the estimate summary when sending the invoice so your customers can see the remaining balance.

 

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!

Fiat Lux - ASIA
Level 15

How do I send a customer an invoice for 50 percent including tax?

@djohndi06 

As additional option, should you need more feature in your invoicing, explore this app to integrate with QBO. You may find something useful for your needs.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

Rustler
Level 15

How do I send a customer an invoice for 50 percent including tax?

@djohndi06 

 

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

MPQ
Level 1

How do I send a customer an invoice for 50 percent including tax?

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.

 

Thanks

JonpriL
Moderator

How do I send a customer an invoice for 50 percent including tax?

Hello @MPQ,

 

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!

MPQ
Level 1

How do I send a customer an invoice for 50 percent including tax?

Hi @JonpriL 

 

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"?

 

Cheers

MaryLurleenM
Moderator

How do I send a customer an invoice for 50 percent including tax?

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.

MPQ
Level 1

How do I send a customer an invoice for 50 percent including tax?

Hi @MaryLurleenM 

 

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 %?

 

very frustrating.

 

In these help forums are alot of people who are manufacturers. so to add a invoice X qty function to this would be great!

 

Thanks

JamesDuanT
Moderator

How do I send a customer an invoice for 50 percent including tax?

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.

  1. Click Help in the upper-right corner and select Contact Us.
  2. Enter the details of your concern and click Let's talk.
  3. Select how you want to reach them.
  4. Enter the necessary information to complete your request.

Or 

  1. Click Help in the upper-right corner and type Talk to a human.
  2. Type I still need a human and another options will appear.
  3. Type those phrases repeatedly until you get this response:
    OK. Here’s a shortcut to connect with my humans.
  4. Click the Contact us link and select how you want to reach them.
  5. Enter the necessary details to complete your request.

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.

  1. Log in to your QBO account.
  2. Click Apps on the left menu and go to the Find Apps tab.
  3. Search for an app and follow the integration process.

We'll be right here if you need anything else.

Fiat Lux - ASIA
Level 15

How do I send a customer an invoice for 50 percent including tax?

@MPQ 

Consider having an inventory management app and/or manufacturing app to release partial invoice for certain quantities.

MPQ
Level 1

How do I send a customer an invoice for 50 percent including tax?

Hi @Fiat Lux - ASIA 

 

agree. and have been looking into it.

But what I described above should be such a basic feature thats already included with quickbooks.

 

Fiat Lux - ASIA
Level 15

How do I send a customer an invoice for 50 percent including tax?

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.

https:// go.tradegecko.com/register?code=fiat-lux

 

If you are a manufacturing company, you may utilize the simple assembly feature. Otherwise, you may explore this manufacturing app.

https:// katanamrp.grsm.io/katana

 

DanielBirky
Level 1

How do I send a customer an invoice for 50 percent including tax?

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.

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