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.

eric24 · ‎April 08, 2020

JasroV · ‎April 08, 2020

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

JasroV · ‎April 08, 2020

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 · ‎April 08, 2020

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.

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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.