Progressive Invoicing Reports for a Contractor on QuickBooks Desktop Premier 2020

Rochelle_ · ‎June 23, 2022

Hi Everyone!

Your help would be appreciated!

Normally, we use the typical Estimate, then create Invoices from the estimate with progressive billing as the project goes through three or more stages.

For the last 7 years, we’ve used the “Job Progress Invoices vs. Estimates” which gives a decent amount of information, and I’ve customized it to look like this:

This particular estimate has been invoiced at 90%, the area under “open Balance” is the balance “yet to be invoiced.”

What we actually need is the “open balance” to be “the unpaid balance.”

This particular customer paid the initial 20% invoice but has failed to pay the 70% invoiced 3 months ago.

This is the report that I give to the guy who does the scheduling.

If he sees that it’s invoiced at 90% then he knows that soon we will need to schedule the final portion of the job.

If he sees that it’s invoiced at 90% and the customer has not yet paid, then when they call for a final, he can gently remind them that they have a balance due.

In Desktop Premier 2020 Job Progress Invoices vs. Estimates, is there another name in the customization that will add that unpaid balance?

If not, is there another report that will show the unpaid balance AND the Progress %?

Thank you so much!

CharleneMaeF · ‎June 23, 2022

I appreciate you for outlining the details of your concern with us, Rochelle_.

Currently, only the Job Progress Invoices vs Estimates report has the option to show "Progress %". Viewing the unpaid balance of the estimates is not available. I'd suggest running and exporting the Job Estimates vs Actuals Detail and Job Progress Invoices vs Estimates reports, then combining them.

Here's how:

Go to the Reports menu and then click Jobs, Time & Mileage.
Select Job Estimates vs Actuals Detail.
Add the customer's name, then click OK.
Choose Customize Reports, then go to Filters.
Filter the Transaction Type to Estimate, and click OK.
Once done, select Excel.

To run and export the Job Progress Invoices vs Estimates report, please follow these steps:

From the Reports menu, go to Jobs, Time & Mileage.
Select Job Progress Invoices vs Estimates.
Customize the report.
Once done, click on Excel.

After that, you now combine the reports to get the desired data.

I know the ability to run this report would be beneficial to your business. I'd recommend sending a feature request to improve the features of the program. Here's how:

Go to the Help menu and then select Send Feedback Online.
Choose Product Suggestion.
Add the type of feedback.
Type in your feature suggestion.
Once done, click Send Feedback.

Additionally, here are some resources that'll guide you in running and customizing reports to show the correct data:

Let me know in the comment section if you need more help in running and customizing reports. I'll be right here to keep assisting.

Rochelle_ · ‎June 23, 2022

Thank you

@CharleneMaeF for your prompt reply!

The Job Estimates vs Actuals Detail.

Is a bit confusing. It shows what's been invoiced

broken down by item, but customers are grouped

together, so it doesn't show who paid what, or

even if it's paid or just billed.

The Open Invoices report shows the balance due,

but the customers don't "line up" with the customers

on the Progress report, so that makes exporting to

excel rather a chore.

Any other suggestions?

Thanks!

Carneil_C · ‎June 23, 2022

Thanks for your reply, @Rochelle_.

I appreciate you sharing your thoughts about having a report that can view the unpaid balance of the estimates and the "Progress %".

As provided by my colleague above, only the Job Progress Invoices vs. Estimates report has the option to show the "Progress %". Otherwise, viewing the unpaid balance of the estimates is unavailable.

We recognize that having this option is beneficial in running your business. This would be a great time to send this suggestion to our Product Development Team, as we value your suggestions.

Here’s how:

Go to Help at the top menu bar and choose Send Feedback Online.
Click on Product Suggestion.
Click on the drop-down for Type of Feedback and select Product Suggestion.
Select the Product Area, then enter your thoughts and suggestions.
Once done, select Send Feedback.

From there, our developers can determine what features to add to QBDT's future enhancements. Visit this link here to browse our product blogs: https://www.firmofthefuture.com/product-industry-news/product-updates/

In addition, you can find out more about managing reports in QBDT through the following articles:

If you have any other questions about the reports in QuickBooks Desktop, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Thanks for dropping by, and keep safe.

phasetwo · ‎March 27, 2024

Why can't I see "Job Description" in my options to display on the Job Progress Invoices vs. Estimates report? How do I make it an option?

MelroseV · ‎March 27, 2024

Thank you for joining this thread, phasetwo.

The Job description option in QuickBooks Desktop (QBDT) depends on what kind of report you'll run.

The option to enter the Job description in Job Progress Invoices vs Estimated Report is unavailable. As a workaround, you can export the report and manually add the description.

We can also send a feature request directly to our Product Development team. It helps us improve your experience and the features of the program.

Here's how:

Select the Help option.
Select the Send Feedback Online option.
Select the Product Suggestion option. A pop-up window displays.
Enter your feedback suggestion.
Click the Send Feedback button. The feedback is sent.

You can also check on this article to learn how to customize your reports: Customize reports in QuickBooks Desktop.

Feel free to return to this thread if you have further concerns about running reports. We'll always be around to assist you.

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Progressive Invoicing Reports for a Contractor on QuickBooks Desktop Premier 2020