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rosinei_rodrigue
Level 1

How to create a final invoice from an Estimate that made initial down payment

 
1 Comment 1
ReymondO
Moderator

How to create a final invoice from an Estimate that made initial down payment

We can simply open the remaining estimate to convert to your final invoice in QuickBooks Online (QBO), @rosinei_rodrigue.

 

Here's how:

 

  1. Let's search for the open estimate using the Advanced Search feature.
  2. Select the estimate to open and click Create invoice
  3. Check all the details and then select Save.

 

Once done, you can follow these steps to receive and categorize invoice payments in QBO: Record invoice payments in QuickBooks.

 

In addition, you can run the Invoices and Received Payments report. This way, you can check all the payments you’ve received and the invoices that go with them. Just go to Reports and search for Invoices and Received Payments report

 

That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do. Stay safe.

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