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

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

design....$50.00

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.

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Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

Let's pretend the Design Fees are $50 a month x 6 months....

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.

12 Comments
Established Community Backer ***

Here's some articles on progress invoicing, <a href="http...

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>
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Okay, that was partially helpful. Thank you. I played aro...

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?
Established Community Backer ***

You can edit your invoice template and add "payments/cred...

You can edit your invoice template and add "payments/credits" and "balance" but I would send a statement along with the invoice.
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Hmmm...well, I was looking at sending recurring monthly i...

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

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

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

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

Let's pretend the Design Fees are $50 a month x 6 months....

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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Okay, thank you for your input. I will see if I can look...

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.
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Looks like monthly recurring billing might be the answer....

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.
Established Community Backer ***

"The challenge is that I need a specific amount invoiced...

"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."

Established Community Backer ***

"I need it to show the running total somewhere so I can s...

"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.

Not applicable

I appreciate your help on this. The challenge is that I n...

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.