Hey there, @jodypaddack.
I'd recommend using the Progress Invoicing feature. This way, it lets you split an estimate into as many invoices as you need. Also, it helps show the sessions provided and its remaining.
Beforehand, let's turn on progress invoicing from the Accounts and Setings page.
- Go to Settings.
- Choose Account and Settings.
- Select the Sales tab.
- In the Progress Invoicing section, select Edit.
- Select the Create multiple partial invoices from a single estimate checkbox.
- Select Save and Done.
Then, create a progress invoice template. You'll need to use this template when entering progress invoice.
Here's how:
- Go to Settings and choose Custom form styles.
- Click the New style drop-down and select Invoice.
- Give the template a name, like "Progress invoice template."
- In the Design tab, click Change up the template or Dive in with a template and select Airy New. This is the only template you can use for progress invoices.
- Click Edit print settings or When in doubt, print it out.
- Uncheck the Fit printed form with pay stub in window envelope or Fit to window envelope checkbox.
- Select the Content tab. Then select Edit on the second section of the form.
- Click the Show more activity options link. Then select the Show progress on line items checkbox if you want to show item details on progress invoice.
- Select Done.
Once done, to create progress invoices from the estimate, refer to this article and proceed to Step 3, 4, and 5: Set up and send progress invoices in QuickBooks Online
Also, you can take a look at your Estimates Progress Invoicing Summary by Customer report to show all your estimates and connected progress invoices.
- Go to Reports.
- In the Find report by name, type in "Estimates Progress Invoicing Summary by Customer."
- Modify the reporting period.
- Click Run report.
If you have other questions, please let us know in the comment section. We're always around to help. Have a great day.
