Thanks for choosing QuickBooks in tracking your sales transactions, Joeshepherdmba. I understand how important it is to accurately record your installments. I'll help you with that.
Progress invoicing lets you record your sales through installments. This keeps the payments organized and connected from start to finish.
To start, let's turn on the progress invoicing feature. I'll show you how:
- Go to the Gear icon and then select Account and settings.
- Click the Sales tab.
- In the Progress Invoicing section, select Edit.
- Turn on the switch to Create multiple partial invoices from a single estimate.
- Select Save and then Done.
Then, let's create an estimate for the total amount. Here's how:
- Go to + New and then click Estimate
- Select your customer.
- Fill out the rest of the estimate.
- Click Save and close.
Once done, you can now create progress invoices from the estimate. This way, you can track the partial amount. For the detailed steps, please see Step 4 on this article: Set up and Send Progress Invoices in QuickBooks Online.
Additionally, I've added an article that'll help you personalize your sales forms in QuickBooks Online. This ensures you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.
I'll be glad to help you again if you have more questions about tracking your QuickBooks transactions in, Joeshepherdmba. You can add the details in the comment section.
