I am using progressive invoicing and would like the invoice to show prior invoiced per line item. So 25% has been invoiced, 30% is now due, 45% remains.Is this possible?

Progress invoicing keeps your payments organize and connected from start to finish, sarahkuchar.

You'll want to export the Estimates & Progress Invoicing Summary by Customer Report. Then from there, manually enter the information in your spreadsheet to keep track of how much they have been previously invoiced.

Furthermore, here's how to export the report to your excel file.

1. Click Reports and select Estimates & Progress Invoicing Summary by Customer Report.
2. Click the Export icon.
3. Select Export to Excel.
4. From there, you can now add the information that you want to keep track of information. 

In the meantime, this is how progress invoicing works in QuickBooks online

Once transactions are being downloaded, you can add and match them on what you entered in QuickBooks. 

Fill me in if you need further assistance with your invoices. Remember, we're here to help you anytime.

I don't think this solves my problem.  I understand how much I have invoiced my clients but they do not.  They would like the see percentages showing how much I have billed for each estimate, not just current percentages.  Does that make sense?

Thank you for getting back to us and providing clarification on your concern, @sarahkuchar.

At this time, only the current percentage due of the amount will show when you invoice customers using progress invoicing. As a workaround, you can consider entering a memo on the invoice to let your customer know the prior percentage you have invoiced to them and the remaining percent. I've attached a screenshot below for your visual reference.

I'm also adding this article to learn more about progress invoicing: Set up and send progress invoices in QuickBooks Online.

I'm still open to your replies if you need further help with progress invoicing. I'll be standing by for your response. Have a great day!

@sarahkuchar 

You may need an additional app to do so.

The proposed workarounds seem really ridiculous.  Why isn't quickbooks addressing the PIOR functionality of desktop releases in the online version. It seems so fundamental to be able simply illustrate to a client in the native software - how much has previously been invoiced.  If you're billing the last 10% of a progress fee - I need to show that 90% has been paid and NOT IN A LITTLE MEMO in the footer!  That's just really silly.  Please, could someone on the tech development team address this - QBonline is expensive enough to have withdrawn this capability from QB desktop converts - makes me wants to switch back!

I agree, Quickbooks Online is literally useless when it comes to generating proper progressive invoices. We've been waiting 4 years and they still have done nothing to match BASIC functionality in their desktop products. All development emphasis is on Quickbook payments so that Intuit can make CC revenue. 

We STILL require an old copy of Quickbooks Desktop to generate our invoices because Quickbooks Online is incapable of displaying the columns: Prior Amount, Prior Percentage, Current Percentage, and Total Percentage. Until those columns get added, we'll continue do invoicing with QB Desktop Premier Professional Services Edition. 

This is garbage

Agreed!  Intuit took a wonderfully simple product in the desktop version and have gone multiple steps backwards with their online version.  Not to mention that prior estimates and percentage billing doesn't carry over from the desktop software to the online version.  A huge miss by the intuit team.  It's clear they rushed the software to market too quickly.  I'm dumbfounded by how bad the product is.

Agreed!  Intuit took a wonderfully simple product in the desktop version and have gone multiple steps backwards with their online version.  Not to mention that prior estimates and percentage billing doesn't carry over from the desktop software to the online version.  A huge miss by the intuit team.  It's clear they rushed the software to market too quickly.  I'm dumbfounded by how bad the product is.

Quickbooks Customers have been waiting for YEARS for Quickbooks Online to do actual progressive invoicing (as defined by the feature Quickbooks provides in it's desktop product). Could the QBO team please ask the QB Desktop team for help on how to do progressive invoicing? They clearly haven't figured out how to do it yet. 

We need to be able to invoice individual invoice lines at different percentages complete. We also need to show the percentage billed prior, the current percentage billed, and the total percentage complete of each line item. Quickbooks is supposed to track this for us and include it in the invoice (that is why we have accounting software and don't work from spreadsheets). Quickbooks Desktop has been doing this for decades and for some reason the QBO team has refused to match this basic functionality. 

We will never send an invoice through QBO until this basic functionality is implemented. Please provide an update as to when full progressive invoicing will be available or why QBO refuses to provide this functionality. 

Hello there, matt35.

I recognize your need to include the percentage billed prior, the current percentage billed, and the total percentage complete of each line item when converting an estimate into an invoice. However, this is currently unavailable in QuickBooks Online.

Therefore, I recommend sending feedback directly to our product development team. Your comments and suggestions can be integrated into future product updates, ensuring they meet different business needs.

Here's how:

1. Select the Gear icon.
2. Choose Feedback.
3. Share your product improvement ideas.
4. Click Next to submit.

You can visit this website to stay updated with your product requests: Customer Feedback for QuickBooks Online.

On the other hand, you can invoice individual invoice lines with different percentages complete by selecting Manual entry for each line when asked How much do you want to invoice? as you convert an estimate. After that, you can manually update each percentage you decide to convert on each line item from the invoice. You can refer to this screenshot for more details:

Moreover, you might want to scan these resources when you're ready to receive and track customer payments depending on your business needs:

• Record invoice payments in QuickBooks Online
• Connect your QuickBooks Payments account to QuickBooks Online

You can click the Reply button and tag us in the Community if you have questions about customizing your invoices to include specific info in QuickBooks Online. We're here to help.