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eric24
Level 2

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

 
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Best answer April 08, 2020

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JasroV
QuickBooks Team

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

Hi there, @eric24.

 

You'll want to update your estimate before you convert it to an invoice. Or, you can add another line item in the invoice so you'll be able to save the changes.

 

Here's an article you can read for more information in converting your estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

I also recommend checking this great article that provides detailed information in personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Know that I'm always around whenever you need help. Take care and stay safe.

View solution in original post

4 Comments 4
JasroV
QuickBooks Team

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

Hi there, @eric24.

 

You'll want to update your estimate before you convert it to an invoice. Or, you can add another line item in the invoice so you'll be able to save the changes.

 

Here's an article you can read for more information in converting your estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

I also recommend checking this great article that provides detailed information in personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Know that I'm always around whenever you need help. Take care and stay safe.

View solution in original post

eric24
Level 2

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

Thanks for the response.  It does not solve the problem, but good to know it's a limitation of QBO. 

 

In my case, I need to keep the original estimate and bill in excess.  Quickbooks should add a switch, so we can set whether to enforce this restriction or allow excess billing.

jcnooney
Level 1

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

I have the same frustration and and trying to figure out how to over come this. 

JessT
QuickBooks Team

How can I invoice in excess of a line item amount on an estimate? It's within the total estimate amount, but QBO closes the line item when the amount is invoiced.

Hi jcnooney,

 

I understand the possible effects of closing a partially invoiced estimate. I’m sending feedback on your behalf, and you can do the same by clicking the Gear icon and selecting Feedback.

 

For now, what you can do is go back to the estimate and update the status to Pending. Then, you'll want to enter a dated statement in the Message displayed on estimate box to indicate how much was invoiced per line item.

 

Please don't hesitate to reach back out if you have other questions about your estimates.

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