cancel
Showing results for 
Search instead for 
Did you mean: 
jodypaddack
Level 1

invoicing in advance

My client invoices in advance for tutoring sessions to be provided in the coming month(s).  Currently there is no system in place for tracking when tutoring sessions are provided.  Looking for recommendations to track tutoring sessions provided vs. remaining.  Want to continue invoicing in advance. 

2 Comments
LieraMarie_A
QuickBooks Team

invoicing in advance

Hey there, @jodypaddack.

 

I'd recommend using the Progress Invoicing feature. This way, it lets you split an estimate into as many invoices as you need. Also, it helps show the sessions provided and its remaining.

 

Beforehand, let's turn on progress invoicing from the Accounts and Setings page.

 

  1. Go to Settings.
  2. Choose Account and Settings.
  3. Select the Sales tab.
  4. In the Progress Invoicing section, select Edit.
  5. Select the Create multiple partial invoices from a single estimate checkbox.
  6. Select Save and Done.

 

Then, create a progress invoice template. You'll need to use this template when entering progress invoice.


Here's how:

  1. Go to Settings and choose Custom form styles.
  2. Click the New style drop-down and select Invoice.
  3. Give the template a name, like "Progress invoice template."
  4. In the Design tab, click Change up the template or Dive in with a template and select Airy New. This is the only template you can use for progress invoices.
  5. Click Edit print settings or When in doubt, print it out.
  6. Uncheck the Fit printed form with pay stub in window envelope or Fit to window envelope checkbox.
  7. Select the Content tab. Then select Edit on the second section of the form.
  8. Click the Show more activity options link. Then select the Show progress on line items checkbox if you want to show item details on progress invoice.
  9. Select Done.

 

Once done, to create progress invoices from the estimate, refer to this article and proceed to Step 3, 4, and 5: Set up and send progress invoices in QuickBooks Online

 

Also, you can take a look at your Estimates Progress Invoicing Summary by Customer report to show all your estimates and connected progress invoices.

 

  1. Go to Reports.
  2. In the Find report by name, type in "Estimates Progress Invoicing Summary by Customer."
  3. Modify the reporting period.
  4. Click Run report.

 

If you have other questions, please let us know in the comment section. We're always around to help. Have a great day.

Fiat Lux - ASIA
Level 15

invoicing in advance

@jodypaddack 

Should you need to track your session by time vs budget, you may need a time tracker app to integrate with your QBO.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us