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Good morning JS1007,
Thank you for connecting with our QuickBooks Community! In QuickBooks Desktop, we have a feature called progress invoicing. What that does is it allows you to create estimates and turn them into many invoices if needed. You could invoice customers for partial payments instead of the total cost and add items from the initial estimate to the progress invoices as you complete each job. You even have the option to choose and send how your estimate changes to invoices by selecting:
- Remaining amounts on the estimate.
- Percentage of the estimate.
- Only certain items or percentages for each item.
If this is something you would be interested in, the first step would be the turn this on in your program. Here's how:
- Sign in to QuickBooks Desktop as an admin.
- Go to the File menu and click Switch to Single-user mode.
- Go to the Edit menu and choose Preferences.
- Pick Jobs & Estimates from the list of menus.
- Choose the Company Preferences tab.
- Select Yes in the DO YOU CREATE ESTIMATES? section. Then select Yes in the DO YOU DO PROGRESS INVOICING? section.
- Select OK to save and close your preferences.
- If you need to, go back to the File menu and select Switch to Multi-user mode.
Once that is completed, the following steps would be to create the estimate, then the progress invoice, and keep track of these progressive invoices. I have this link that will assist you greatly in setting this up!
If you have any questions along the way, please don't hesitate to let me know! The Community and I will be happy to help you further! See you soon.
