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blucrew
Level 2

How to show customers paid progress payments they've made?

 
3 Comments 3
ZackE
Moderator

How to show customers paid progress payments they've made?

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:

  1. Use the Gear (⚙️) icon, then go to Account and settings.
  2. Access your Sales tab.
  3. In the Progress Invoicing section, click its Pencil (✏️) icon.
  4. Turn on your Create multiple partial invoices from a single estimate option.
  5. On the Update your invoice template? window, hit Update.
  6. Select Save, then Done.

 

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!

blucrew
Level 2

How to show customers paid progress payments they've made?

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!

MichelleBh
Moderator

How to show customers paid progress payments they've made?

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:

 

  1. Go to the Sales menu and select All Sales
  2. Locate the invoice and click the Received payment hyperlink. 
  3. Complete the Payment DateMethodReference no. , and Deposit To fields. 
  4. Check the appropriate invoice and enter the correct amount. 
  5. Hit Save and close

 

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:

  • Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  •  Control + Option + P (Safari)
  •  Ctrl + Shift + P (Microsoft Edge)

 

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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