Progress invoicing calculations incorrect

I appreciate you providing details of your concerns regarding incorrect calculations of progress invoicing, @chuck27p.

Let me share some insights on why the calculations of progress invoicing have been incorrect on your end and provide some ways to help you fix this.

The incorrect calculations you've encountered are an issue between your computer or device and the QBO servers. However, QuickBooks can behave unexpectedly due to browser problems.

To isolate this, you can try accessing your QuickBooks account through a private browsing window to see if it is a browser-related issue. You can use the following shortcut keys to access incognito mode:

• Safari: Control + Option + P
• Google Chrome: Press Ctrl + Shift + N
• Firefox or Internet Explorer: Ctrl + Shift + P

If this works, you can clear the browser's cache so the system can start fresh. If you get the same result, I recommend switching to a different supported browser.

You may also find this resource helpful to learn how to automatically or manually send reminders to customers when your invoices are, or soon to be, overdue: Send invoice reminders automatically or manually in QuickBooks Online.

Keep your posts coming if you have additional questions about invoices in your QuickBooks Online (QBO) account. I'm always here to help. Stay safe. 

Thanks for replying, but this seems to be a typical response in these forums. No, this does not resolve anything. I launched Safari and Chrome in private windows and the issue is still there. I have cleared cache - still there. And I'm not sure what the link is for, it has nothing to do with this issue. Thanks.

I can imagine the hurdle you've been through trying to fix this, @chuck27p. I'm here to ensure you'll get the urgent help you need.

Since the issue persists even after performing the troubleshooting steps, I recommend contacting our Support team to investigate this further. I understand you contacted our customer service already, but they have all the resources to check your account thoroughly and address this matter. They can also open a ticket if necessary.

1. Go to the Help icon.
2. Click the Search tab, then Contact us.
3. Choose Ask about something else, then provide a brief description of your concern.
4. Select how would you like to connect with us.

Moreover, once you're ready to receive your customers' payments, here's an article for guidance: Record invoice payments in QuickBooks Online.

You're more than welcome to drop by if you have questions about your invoices or any QuickBooks-related concerns. Let me know and I'll lend a hand again.

Did you end up reaching out to Quickbooks Support about this? I'm having the same problem but can't find anything about a solution.

I am experiencing the same issue- very frustrating. Even tried using a different browser and that didn't resolve my problem. If anyone knows how to fix this, let me know.

I can tell that this issue needs swift resolution, FOXRENO. Since the issue with the progress invoicing persists even after trying the initial troubleshooting steps, I recommend contacting our dedicated team for further assistance. They have the tools to investigate the issue and offer additional troubleshooting steps.

To contact our support team, please log in to your QBO account using a web browser. Then, follow the steps below to get in touch with them.

1. Go to the Help menu at the upper right.
2. Choose the Search tab.
3. Select Contact Us at the bottom of the screen.
4. In the Ask about something else section, enter your concern.
5. Hit on Continue and choose a way to connect with us.

Our customer service hours for Plus, Essentials, and Simple Start are Monday through Friday from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. Advanced support is available any time, any day. 

Furthermore, I've included these helpful articles that guide you in customizing your invoices and other sales forms in QBO:

• Customize invoices, estimates, and sales receipts in QBO
• Customize sales forms by location in QBO

Thank you for your cooperation and patience with this concern. We encourage you to revisit the Community space if you have any other concerns regarding invoicing calculations in QBO. If you'd like to take care of other entries in your sales or run some reports, let me know by replying to this thread. It would be our pleasure to assist you every step of the way.

There is definitely no solution yet. My client called support about it and spent 2 hours on the phone with no luck. They're looking at switching to a new invoicing software over it.

Seems pretty clear there's a bug in the software and Intuit doesn't seem to have any intention of fixing it, which just makes creating invoices so difficult for users. It's simple math, please fix. 

@chuck27p  I dunno, they'd probably have to increase the monthly QBO fee by at least another $75.00 to afford to incorporate that kind of update.

Hi there, @chuck27p. Accurate progress invoicing in QuickBooks Online (QBO) ensures you get paid on time, maintains proper cash flow, and reflects true project costs. 

I can see the importance of this when managing your business. Since you're still experiencing the same results, I recommend contacting our QuickBooks Team again. They can investigate the issue further and provide you with a fix.

Here's how to connect with them:

1. At the upper right section of your screen, select Help.
2. Choose the Search tab.
3. Click Contact Us.
4. In the Ask about something else section, enter your concern.
5. Select Continue and choose a way to connect with us.

Moreover, you might want to scan these resources when you're ready to receive and track customer payments depending on your business needs:

• Record invoice payments in QuickBooks Online
• Connect your QuickBooks Payments account to QuickBooks Online

You can click the Reply button and tag us in the Community if you have additional questions about progress invoicing calculations in QuickBooks Online. We're here to help.

You're chat and phone support is no help. I've tried many times. They read from a script and have no idea how to help. I'm reporting a bug in your software that you need to fix ASAP.

Not that another frustrated customer complaint will help fix the issue...but I have what I think is the same issue but showing up slightly different.  I use progress invoicing and somehow when I send multiple invoices  created from the original approved estimate (anything more than a deposit then final), the totals start not adding up to what they should be.  I create an invoice from the estimate as work is completed, which seems to work fine. The issue is the "final" invoice when I select to invoice "remaining total of all lines" the amount is short by exactly 1% with no way to bill this last 1% without creating a totally unrelated invoice.  This was first discovered on a larger invoice ($113k) so it is no small amount.  I am now trying to send additional invoices to people who thought they paid the full amount already. Cumbersome and embarrassing.

Is this really just a bug? I too have tried different browsers and updates and have a brand new high end Lenovo computer. 

We value the time and effort you've made to sort out with progress invoicing in QuickBooks Online (QBO). I'm here to help ensure your concerns are addressed through the appropriate channel.

Since the issue persists after performing the troubleshooting steps, I suggest contacting our customer care team. They can provide more tailored assistance and potentially escalate the issue for a quicker resolution.

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in "Talk to a human", then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us.

Additionally, I’ll share these insightful articles that offer guidance on customizing your templates to enhance their appearance and setting up and utilizing progress invoicing to streamline your billing process and improve cash flow management:

• Customize invoices, estimates, and sales receipts in QBO
• Set up and send progress invoices

You're always welcome to return to this thread if you have further concerns or inquiries regarding invoicing calculations in QBO. The Community experts are always here to provide guidance and support. Whether you drop a reply or create another post, we're just a click away.