Is there a way to convert a standard invoice to a progressive payment invoice? I have an invoice the customer wants to make payments on and I want tracking

Hello, ANGLRN8TN.

I'll give some details about your concern.

Converting a standard invoice to a progress invoice is currently unavailable. You can, however, enable the progress invoicing feature in the settings

Here's how:

1. Go to the Gear > Account and settings. 
2. On the left panel, click Sales.
3. In the Progress Invoicing section, click the toggle icon to enable the feature.
4. Click Save and then Done. 

Then, create a progress invoice template and make it default by following these steps:

1. Go to the Gear > Custom form styles.
2. Click New style and select Invoice or update one of your existing invoice templates.
3. Enter a template name like "Progress invoice template."
4. In the Design tab, select Change up the template or Dive in with a template and choose Airy new. This is the only template you can use for progress invoices.
5. Go to the Content tab and click on the second section of the form.
6. Select the Show more activity options link. Then select the Show progress on line items (email only) checkbox if you want to show item details on progress invoice.
7. Hit Done.
8. In the Custom form styles page, find the template and click the drop-down arrow next to Edit.
9. Choose Make default 

You can check out the video tutorial in this link for more customization: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Once done, record an estimate and create multiple partial invoices from that transaction. Here are the steps:

1. On the left navigation menu, click + New > Estimate.
2. Select your customer from the drop-down list.
3. Fill out the rest of the estimate.
4. Hit Save.
5. Click the Create invoice button and choose an option under How much do you want to invoice?. 
6. Select Create invoice.

Please see this sample screenshot for a visual guide:

To keep track of your progress invoices, you can follow Step 5 in this article: Set up and send progress invoices in QuickBooks Online.

Should you have other questions or concerns, please let me know in you reply. I'll be glad to help you out some more. Have a great day!

It has been over 2 years since this question was asked.  Has Intuit addressed this?  Sometimes we don't know that payments will need to be made. It's difficult to track when the next invoice should be issued. Meanwhile, the customer is being charged late fees, which have to be deleted. Is there a work-around? Any helpful suggestion?

Hi there, @fuhwuh.

Thanks for taking the time to follow along with the thread. I hope your day is going great. 

At this time, the option to convert a standard invoice to a progressive payment invoice is still unavailable. I understand how beneficial this option would be for you and your business. With that said, I wanted to let you know that I've personally submitted this suggestion to our Product Development Team for further review. Our developers review each request and consider them all for future updates. Any time you'd like to make a suggestion, you can do so by using the link I've included below. 

• How do I submit feedback?

In the meantime, feel free to explore our help guide, which covers all the information you need when it comes to using progress invoicing: Set up and send progress invoices in QuickBooks Online.

Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one!