Is there a way to request a 50% down payment during the conversion of estimate to invoice versus invoicing the total job cost?

Good day, Muhammed. Let's get this sorted out.

You might want to ensure your Progress Invoicing option is enabled. Here's how:

1. Click the Gear icon at the top menu bar, then choose Account and Settings.
   
2. Go to Sales, scroll down and enable the option for Progress Invoicing.
3. Hit Save and Done.
   

Once enabled, the box should show up when converting your estimates to invoices.
 

You can scan through the resource below. This will provide you tips about how the progress invoicing feature works: Set up and send progress invoices in QuickBooks Online.

I want to be your main point of contact, so please let me know if you have any other concerns or questions. Please know I'm ready to assist further. Have a good one.

Hi, Muhammed.

Hope you're doing great. I wanted to see how everything is going about converting estimates into invoices. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Invoicing for 50% of a line item is not really a 50% Down Payment because if your quantity of items is say 8 pieces your invoice will be for 4 pieces... even though you've shipped nothing. 

Please QB... fix this. Make it work properly in being able to Invoice for a DOWN PAYMENT without it being linked to item quantities. PLEASE.

Let me share a few information on how progress invoicing works, Scotice.

Progress invoicing simply eases the provider's cash flow burden. With this, a business can better control overhead and liabilities to cover the cost.

For now, invoicing for a downpayment is automatically linked to item quantities when using progress invoicing in QuickBooks Desktop. This keeps project payments organized and connected from start to finish. At the same time, make sure that reporting is accurate.

Furthermore, QuickBooks offers different reports that cater to your business needs. Learn from this article on how to customize them so you'll get the data you need. Go through this article for more information: Customize Reports In QuickBooks Online.

Post a reply below if you have any questions about invoicing. We'll always be right here to further assist you.

You are avoiding the question. A DOWN PAYMENT eases the provider's cash flow burden as well.

A progress invoice/payment linked to part quantities or percentage, does not have anything to do with a down payment. A Down Payment takes place BEFORE ANY product is shipped therefor no quantities, or percentage of quantities, can be Invoiced.

I cannot comprehend why this is so difficult to understand. I think it's safe to assume that a large percentage of your users that make things for people work with down payments. Please get this sorted.

Adding on, when you try to apply it on lump sum payments, if you were to do a 50% down payment, it reflects as 0.5 in the qty column. Quickbook please fix this, it makes the user look so unprofessional

I'm glad to have you in this thread, @YCH. Allow me to share information about the quantity in your invoice.

When you choose 50% of each line when converting an estimate to an invoice, the quantity will reflect as 0.5 if you've only put 1 Quantity in your estimate.

Here's a screenshot for your visual reference:

Additionally, I've included some resources below to help you access, manage, and print reports for future use:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Let me know if you have further queries about the quantity column in the invoice or have any QuickBooks-related concerns. Keep safe.

I don't understand why this is so hard to grasp. It seems reasonable to suppose that a sizable portion of your users who create items for others do so with down payments. Please find a solution for this.

I don't understand why this is so hard to grasp. It seems reasonable to suppose that a sizable portion of your users who create items for others do so with down payments. Please find a solution for this.

I recognize the importance of utilizing a 50% downpayment option when converting an estimate to an invoice, siliconcityproplan.

The 50% downpayment feature is unavailable in QuickBooks Online (QBO). When converting an estimate to an invoice and selecting 50% for each line, it displays 0.5. You can see the screenshot from my colleague for reference.

We understand your need for functionality and would love to hear your thoughts by sending us feedback on your QuickBooks Online company. It enables our product developers to consider adding it in the future.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

In the meantime, you can use the progress invoicing feature to send 50% of your invoice. First, activate the feature in Account and Settings. I'll guide you on how to do it:

1. Go to the Gear icon and select Account and Settings.
2. Select the Sales tab.
3. In the Progress Invoicing section, click the Edit pencil icon.
4. Turn on the Create multiple partial invoices from a single estimate switch.
5. Hit Save, and then Done.

After that, How much do you want to invoice? box will show up when converting your estimates to invoices.

You can also look for a third-party application that can help add a 50% downpayment when converting estimates to invoices. You can find one by visiting this website: https://quickbooks.intuit.com/app/apps/home/en-us/.

I'm adding this resource to help personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts. This way, you'll have attractive, professional-looking customer forms.

Keep me posted if you have additional questions about adding a downpayment to an invoice or estimate in QuickBooks. I'll be around to help you again.

@siliconcityproplan 

QB employees have no understanding of how this works.  This is easy to do once you understand that you need to treat the down payment (deposit) as a separate transaction and not part of the estimate/invoice because it needs to be booked to a separate liability account, not the accounts associated with the items on the estimate/invoice. 

To do that, create a service product called 'Customer Deposit' or something similar and under 'Income account' select the appropriate other current liability account (OCL) for the deposit.  You may need to set up a Customer Deposit OCL account if you don't have one and use that.  Then, invoice your customer for the deposit using the newly-created service product.  When you perform the work and invoice the customer, add the same Customer Deposit service item to the invoice as a negative amount.  That reduces the amount due on the invoice by the amount of the deposit and closes the entry to the deposit liability account that was recorded when you invoiced them for the down payment.  That's it.   

I am befuddled. How can yo make such a fuster cluck out of such a simple request. It the estimate is $2000 total on an invoice aand you ask for 50%, or $1000 dow, how hard is that to understand. It is obvious that you people at quickbooks have no clue as to reality. You sit behind a desk and create hypotethical scenarios that dont work in the real world.  

Additionally, when you submit an estimate to someone and they accept, that does not mean that the end of the process. In almost all instances people want thingds added or there is additional unexpected charges that need to be made to the final invoice and how do we adjust fot that.In other words, in the real world, the 2nd half of the invoice may not be exactly 50% of the original invoice that was created. 

So How are we suppose to handle that????

Long time user of quickbooks.

[email address removed]