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SirielJeaB
Moderator

Progress invoicing is still not working no matter how many times I do the process listed

I acknowledge your sentiments and understand how business-impacting this is.

 

Please know this isn't the experience we want you to have. It would be best to contact our Live Support Team. They have the necessary tools to open an investigation about progress invoicing in QuickBooks Online.

 

To contact support:

 

  1. On your QuickBooks Online, click on Help (?).
  2. Click either tab to get started: Assistant or Talk to human.
  3. Search Contact Us,  then Start a chat with a support expert.

 

Here are some articles to help you manage and keep track of your progress invoices, I recommend reading these articles:

 

 

Refer to this article if you want to personalize the data of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me in the loop if you need further help managing sales forms for your customers. Have a good one.

bayoupreservationllc
Level 2

Progress invoicing is still not working no matter how many times I do the process listed

All the advice from the Intuit "solvers" is so out of date. If you are working in the new template and the Progress Invoicing feature is still not working, you have to MANUALLY CHANGE the STATUS of each ESTIMATE to "ACCEPTED" from "CONVERTED." This will allow you to continue progress invoicing. You can change the Status from the Action Column dropdown in the Estimate. I figured this out through hours of trial-and-error. Quickbooks / Intuit was zero help. 

mpaw
Level 1

Progress invoicing is still not working no matter how many times I do the process listed

Thanks for this. Seems to be the solution.  Unfortunately, I did all of my weekly billing prior to reading it.  Next week.

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