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I work for a company that has a base contract amount and we want to bill from that contract and add change orders as needed. How can I do that or do I need a new QB module to do this?
Solved! Go to Solution.
It's called Progress Invoicing. You first create an estimate, then bill from it. F1 in QB to open Help, search for Progress Invoicing for details. (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)
Original answer by @Lexiesmemere
It's called Progress Invoicing. You first create an estimate, then bill from it. F1 in QB to open Help, search for Progress Invoicing for details. (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)
It's called Progress Invoicing. You first create an estimate, then bill from it. F1 in QB to open Help, search for Progress Invoicing for details. (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)
Original answer by @Lexiesmemere
It's called Progress Invoicing. You first create an estimate, then bill from it. F1 in QB to open Help, search for Progress Invoicing for details. (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)
Hi Scott,
I hope you're having a good day.
The Progress Invoicing window for QuickBooks for Mac is found in Sales & Invoicing.
Please let us know if you have any questions.
Is there a way to then generate a report for total contract value of all projects, what was billed and what is remaining to be billed?
Thank you for joining the thread, @scoposhg.
If you're using QuickBooks Desktop (QBDT) and trying to generate a report that's showing up the billed and unbilled transactions, you can open the Unbilled Costs by Job report and customize the Billing Status to Any. This will show you Unbilled transactions, Billed, and Not Billable.
Here's how:
If you wish to, you can sort the report by Billing Status. This can be done by clicking on the drop-down arrow beside the Sort by section.
Keep me posted if you have any other questions and if you're referring to something else. I'm more than happy to help. Happy weekend!
Thank you! How can I filter an eliminate all of the payroll, travel expenses, etc and just show unbilled estimates? Basically my design fees/proposals. which really are not even showing up in this report, all I see is expenses generate on the project.
I appreciate you getting back to us and following the steps provided by my colleague above, scoposhg.
You can view the unbilled estimates from the Income Tracker page instead of running and customizing a report. I'd be happy to walk you through the steps.
The Income Tracker page will show you the unbilled estimates, unpaid, and overdue invoices. Here's how:
I've attached a screenshot below for your visual reference.
As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.
Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.
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