I have an Invoice that was sent to a customer for a partial Progress payment. How do I add it to a new Project?

Hi charley-b,

You did the correct step to add an invoice to a project. Let's check to see why your invoice turns out empty.

We can start by signing in to your QBO company using a private window. This step will disable the extensions and stops the cache from saving your search history.

• Google Chrome: Ctrl + Shift + N.
• Safari: Command + Shift + N.
• MS Edge and Firefox: Ctrl + Shift + P.

If you can successfully transfer an invoice, you can clear your browser's cache. If not, please use a different browser to see if this only happens to the one you are using.

If none of the above steps works, you can reach out to our QBO Support to check this further.

1. Go to Help and select the Search tab.
2. Click Contact Us at the bottom.
3. Enter a sentence to describe the issue and click Continue.
4. Choose Start a chat or Request a callback.

Feel free to go back to this thread if you have other questions in mind.

Unfortunately, private browsing, clearing the browser cache, and trying a different browser did not work. I contacted QBO support and had a long phone conversation with a representative.

They saw the steps and the results of moving the existing Progress Invoices into a new project for a single customer. The existing invoices lose all of the transactional information as soon as I selected the customer's Project.

The only solution at this time is to create the invoice within the Project instead of trying to move it into afterwards. I do not want to do this in this case because the Invoices were already created and sent to the Customer.

Thank you for taking the time to answer my question.