Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?

Lavenderchartreuse · ‎December 10, 2018

I have QB 2013 for Mac. I want to invoice progressively. I have selected "progressive invoicing" in the preferences. I have created an estimate that shows a list of like items with the same pricing so that I can bill my client $50.00 per month, the list looks kinda like this:

item.......amount

design....$50.00

To reiterate; I did this so that I could invoice $50.00 at a time using the item called "design." When I create my invoice and select my client, the estimate appears and I choose the estimate. I select the third button down which says that I can select a certain number of items from my estimate . The problem is, when I select any specific line, the entire list is transferred to my invoice. How do I select a single line item from my estimate to apply to the invoice? Thank you.

qbteachmt · ‎December 10, 2018

Let's pretend the Design Fees are $50 a month x 6 months. That = $300, not $50 separate lines. You invoice only $50 OF the $300, and the $300 shows a reducing balance left to invoice. That defines Progressive.

You seem to be working with Monthly Fees, not Progressive. Monthly Fees is a different concept.

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SkinnyRaven · ‎December 10, 2018

Here's some articles on progress invoicing, <a href="http://www.qblittlesquare.com/?s=progress+invoicing" rel="nofollow" target="_blank">http://www.qblittlesquare.com/?s=progress+invoicing</a>

Lavenderchartreuse · ‎December 10, 2018

Okay, that was partially helpful. Thank you. I played around with it a bit and still can't get it to do what I'd like it to do. My client and I know that the completed job price will be $592.00. I want to bill her each month for $50.00. I want to show that the invoiced amount is $50.00 on each invoice, and I ideally want her to be able to see what she's already paid...so a running total should be somewhere, either by adding the paid amounts up or subtracting the paid amounts from the total amount eventually due. Is this even possible? If so, how?

SkinnyRaven · ‎December 10, 2018

You can edit your invoice template and add "payments/credits" and "balance" but I would send a statement along with the invoice.

Lavenderchartreuse · ‎December 10, 2018

Hmmm...well, I was looking at sending recurring monthly invoices, which may work...I can calculate how many months worth of invoicing the same amount and set it up. I just need to figure out how to make a statement work in order to show the running total or the running amount paid. I need to explore this part of the program more. Thank you for the advice.

Lavenderchartreuse · ‎December 10, 2018

How do I mark your first answer as helpful? I don't see a button for it now.

SkinnyRaven · ‎December 10, 2018

Don't worry about that but let us know if it works out for you.

qbteachmt · ‎December 10, 2018

Let's pretend the Design Fees are $50 a month x 6 months. That = $300, not $50 separate lines. You invoice only $50 OF the $300, and the $300 shows a reducing balance left to invoice. That defines Progressive.

You seem to be working with Monthly Fees, not Progressive. Monthly Fees is a different concept.

Lavenderchartreuse · ‎December 10, 2018

Okay, thank you for your input. I will see if I can look up how to do that. The progressive billing seemed to come closest to that. I need it to show the running total somewhere so I can see how much is left of what they owe me and it would ideally also show on the invoice without confusing the client.

Lavenderchartreuse · ‎December 10, 2018

Looks like monthly recurring billing might be the answer. I need to figure out how to give my client a running total...which I think may be a possibility of creating statements, but I have to learn about those first to be sure. Thank you for your help.

qbteachmt · ‎December 10, 2018

"The challenge is that I need a specific amount invoiced each time and with the percentage set up, it doesn't quite work that way."

Progress Invoicing allows you to specify $, % and/or Qty, for any and every item on the estimate, and for each Progressive Invoice you create, until the Estimate is "invoiced in full."

qbteachmt · ‎December 10, 2018

"I need it to show the running total somewhere so I can see how much is left of what they owe me and it would ideally also show on the invoice without confusing the client. "

You set up the Invoice Template to be a Progressive Template, so that it includes the columns for Est $, Prior $ and Current $, and even Total $; % and Qty are also available.

I will attach screenshots, this is from PC QB.

Lavenderchartreuse · ‎December 10, 2018

I appreciate your help on this. The challenge is that I need a specific amount invoiced each time and with the percentage set up, it doesn't quite work that way. Thank you though, I set it up differently.

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Progressive Invoicing: how to choose just one item from list on QB 2013 for Mac?