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Thanks for reaching out to the Community, blucrew.
You can set up and use progress invoicing by initially turning it on in your account settings.
Here's how:
Now you'll be able to create progress invoice templates, estimates, and invoices.
If there's any additional questions, I'm just a post away. Have a wonderful day!
Thanks for responding. I think I asked the question wrong! How can I show the payments that a client has paid up to date. When I sent a progress invoice, on the bottom on the summary it shows $0 has been paid. I'm sure I'm doing something wrong!
Thanks for the clarification, @blucrew.
Let me provide some details to ensure the progress invoice summary will reflect the amount that has been paid.
You must first receive payment for that specific invoice for the funds to be reflected. If you haven't done this yet, follow these instructions:
For more details, see this link: Record invoice payments in QuickBooks Online.
But if you already received the payment and the amount paid is still not showing, I'd recommend doing basic troubleshooting steps. This way, we can verify if this is a browser-related problem.
Use the hotkeys below:
Check and send the progress invoice after logging in to see if it is functioning well. If the amount paid displays exactly as it should, please go back to your default browser and click CTRL+ Shift and Delete to clear the cache.
Don't forget to deposit the customer's fund to your bank. Thus, you can reconcile perfectly.
In addition, browse these articles below on how to unlink invoices, review the progress invoices, and personalize sales forms in QuickBooks:
Do you need help managing your customer's payments, refunds, and credits? Just leave them in the comment section. I'm happy to provide guides to achieve your tasks. Keep safe always.
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