Progress Invoicing with Custom Amount for each line

anonEthos · ‎November 02, 2021

I have an estimate with many line items, where each line item is a job. I plan to invoice the customer for 50% at start of job, 25$ when half done and the balance 25% on completion. I periodically invoice and charge each line item based on the status/progress of each line item item.

I plan to use progress invoicing with Custom Amount for each line:

How does one determine how much of the line item is pending (or charged). Also in which invoice(s) is the customer charged.

I create the first Progress Invoice and specify the amount for each line item. When I attempt the second Progress Invoice, again using Custom Amount for each line, I don't see the how much is pending.

Is there either a view or report that shows for each line item the following pieces for information:
- Line Item Total amount
- Amount Invoiced
- List of Invoices this line item was invoiced with amount

TirzahC · ‎November 02, 2021

Hi, anonEthos.

There isn't a way we can break down the total income. What we can do is modify this report by manually selecting the transaction and customize it. Also, QuickBooks follows the Source and Targets concept to build the company and financial reports. This means the data you see derives from the details of its source transaction.

If you want to combine the 3 info , you can export to excel the transaction. Check out our extensive guide on exporting list data to learn more.

For more information about QuickBooks Online reports, you can read these articles:

Stay in touch for updates. If you have other questions, don't hesitate to tag my name in the comment section below. I'm always ready to help.

anonEthos · ‎November 03, 2021

@TirzahC Thank you for your response and the links.

The export capability is only for lists and does not include invoices and estimates. Annoying that we don't have access to our own data.

Unfortunately, there is no solution that QB provides.

This is a product shortcoming...product managers are your listening...I guess not 😞

MirriamM · ‎November 03, 2021

Hello again, @anonEthos. I appreciate your input from every angle.

You can export your estimates and invoices in QuickBooks Online (QBO). I'd be happy to show you how.

To export estimates:

In the left menu, click Sales.
Go to the All Sales tab.
Click the Filter button and select Estimates as to the Type.
Set the other necessary filters.
Click Apply.
Click the Export to Excel icon beside the gear and print icon.

To export invoices:

In the left menu, click Sales.
Go to the All Sales tab.
Click the Filter button and select Invoices as to the Type.
Set the other necessary filters.
Click Apply.
Click the Export to Excel icon beside the gear and print icon.

To learn more about how you can download your data in QBO, see this article:

You're always welcome to post other concerns here if you need to work on your data in QuickBooks. I'll be sure to get back to you. Have a great day.

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Progress Invoicing with Custom Amount for each line