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pbhcpa
Level 1

Progress Invoicing - QB Enterprise

Creating a progress invoice from an estimate works fine.  Create the invoice, print or email and then close the invoice.  However on some invoices, when I open invoice again, the Current % column is blank and I have to void the invoice and re-create to get the %'s correct for the next progress billing.  It does not happen on all invoices, what am I doing wrong.

4 Comments 4
DivinaMercy_N
QuickBooks Team

Progress Invoicing - QB Enterprise

Thanks for posting here, @pbhcpa.

 

Allow me to provide info about your issue. Once the invoice was marked as paid, it will be considered closed. Reopening or editing it will not affect your reports. To know more about progress invoices, check out this article: Set up and send progress invoices in QuickBooks Desktop.

 

Also, make sure that your QuickBooks Desktop (QBDT) program is updated to the release so you always have the updated components and fixes. 

 

Then, monitoring your progress invoices in QBDT is easy. To do so, you can run the Job Progress Invoices vs. Estimates report. 

 

  1. Go to the Reports menu.
  2. Select the Jobs, Time & Mileage from the list.
  3. Click Job Progress Invoices vs. Estimates.
  4. If you need to filter some data so the report will only display the info you need, simply click the Customize Report button. 

 

If you have more questions about progress invoicing, feel free to click the Reply button below. I'll get back to you as soon as I can. Have a good one. 

pbhcpa
Level 1

Progress Invoicing - QB Enterprise

Thank you for the information, however I know how to create an invoice from an estimate and how to track the progress billing.  My issue is that once the invoice is created showing a % billed it is fine.  However when I open the invoice on another day (and this does not happen to all progress invoices, only a few), the invoice total is correct but the % billed is gone (the % column is blank) and the estimate doesn't recognize that the % has been billed.  I have to void the original invoice and then re-create it and then all is fine.  I cannot determine why it happens on some and not on others as I am doing everything the same when creating the invoice from the estimate.  I've done a verify data and all is good.  I suppose I need to re-install QB on my workstation.  I was hoping someone else had a similar issue and had found a solution.

jpohl10934
Level 2

Progress Invoicing - QB Enterprise

I'm trying to find out how I can create one progress invoice for multiple estimates.  I have a customer that has more than one estimate and only wants one invoice.  I am using Quickbooks Enterprise desktop Professional Services 21.0 Release R6P.  I can create a progress invoice for one estimate but unable to apply any additional estimate.  There something i'm missing.

Catherine_B
QuickBooks Team

Progress Invoicing - QB Enterprise

Hello there, jpohl10934.

 

I definitely understand how convenient it can be to be able to add different estimates to an invoice.

 

Progress invoicing lets you split an estimate into as many invoices as you need. The option to add another estimate to a certain invoice is unavailable. To keep track of your progress invoices, you can run a report. 

 

Here's how: 

 

  1. Go to the Reports menu.
  2. Choose Jobs, Time & Mileage.
  3. Select Job Progress Invoices vs. Estimates.

If you want to send a summary of the progress invoices to your customers, you can create statements and then select the Show invoice item on statements option. 

 

For more reference on how to customize reports and customer transactions, you can visit these links: 

 

Let me know if there's anything else that you need help with. I'll be glad to walk you through it. Take care!

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