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Level 1

Progress Invoicing : how can i create an invoice that shows service items for current billing, previously billed and items to be billed on the sale invoice?

 
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QuickBooks Team

Progress Invoicing : how can i create an invoice that shows service items for current billing, previously billed and items to be billed on the sale invoice?

We can add the Estimate summary in our invoice template, ken47. 

 

The estimate summary section can only show the previous and current billed estimates. We're unable to show the items to be billed since the amounts might change. We can use the the Memo field to enter the future amount to be billed. 

 

Here's how we can add the estimate summary:

  1. Click the Gear icon and select Custom Form Styles
  2. Select the Invoice template we use for the current invoice we're creating. 
  3. Click the Content tab and click the Footer section. 
  4. Check the Estimate summary box. 
  5. Click Done

Here are a few screenshots on how it looks like when we first converted an estimate to an invoice and the second time we convert it. 

We can also check out the Estimates & Progress Invoicing Summary by Customer Report and then customize it. 

 

Let me know if you need anything else. Thanks!

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Level 11

Progress Invoicing : how can i create an invoice that shows service items for current billing, previously billed and items to be billed on the sale invoice?

@ken47 

Explore this app for your needs. You may find something usefu.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

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Level 1

Progress Invoicing : how can i create an invoice that shows service items for current billing, previously billed and items to be billed on the sale invoice?

Hello,

I had QB desktop before and now change to QB online.  The only thing that we can't do in QB online was progress invoice.  Please see the attachment for the sample.  Please advice.

Highlighted
QuickBooks Team

Progress Invoicing : how can i create an invoice that shows service items for current billing, previously billed and items to be billed on the sale invoice?

Yes, this is one of the limitations, Elvy.

 

What you can do is recreate or open the unlinked estimates, and invoice the portion that has already been invoiced. Then, mark the invoice as paid it was, and then delete the unlinked invoices after. Basically, you'll just recreate invoices out of the estimate and delete the unlinked ones.

 

When you need a reference about progress invoicing, you can check this out: Set up and send progress invoices in QuickBooks Online.

 

 

If there's anything we can help you at the moment, please don't hesitate to go back to this thread.

 

Happy weekend!

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