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Level 1

Is there a way I can keep a running invoice with billable time, payments received and owed, etc for one customer?

I want to be able to send the same invoice from the month prior with the accrued bill and posted payments if applicable
1 Comment
QuickBooks Team

Is there a way I can keep a running invoice with billable time, payments received and owed, etc for one customer?

Hey there, @romagna-peter-gm.

 

Thanks for reaching out to the Community for support. I'm happy to provide some insight into running the same invoice with billable time, payments received, and owed for one customer. 

 

You can use our progress invoicing feature. Progress invoicing lets you split an estimate into as many invoices as you need. As you complete work, you can add items from the original estimate to progress invoices. This helps to keep project payments organized and connected from start to finish, and instead of asking for full payment at the beginning of a project, you can invoice customers for partial payments. I've included some of the steps that you'll need to take to use progress invoicing. 

 

  1. Turn on progress invoicing from the settings. 
  2. Create a progress invoice template. 
  3. Create progress invoices from the estimate. 
  4. Track your progress invoices to stay organized. 

For detailed steps, check out Set up and send progress invoices in QuickBooks Online.

 

Please let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can reach out to the Community or me at any time. Take care and have a great day!

 

 

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