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pbhcpa
July 28, 2021
Question

Progress Invoicing - QB Enterprise

  • July 28, 2021
  • 11 replies
  • 28 views

Creating a progress invoice from an estimate works fine.  Create the invoice, print or email and then close the invoice.  However on some invoices, when I open invoice again, the Current % column is blank and I have to void the invoice and re-create to get the %'s correct for the next progress billing.  It does not happen on all invoices, what am I doing wrong.

11 replies

DivinaMercy_N
DivinaMercy_NModerator
Moderator
July 28, 2021

Thanks for posting here, @pbhcpa.

 

Allow me to provide info about your issue. Once the invoice was marked as paid, it will be considered closed. Reopening or editing it will not affect your reports. To know more about progress invoices, check out this article: Set up and send progress invoices in QuickBooks Desktop.

 

Also, make sure that your QuickBooks Desktop (QBDT) program is updated to the release so you always have the updated components and fixes. 

 

Then, monitoring your progress invoices in QBDT is easy. To do so, you can run the Job Progress Invoices vs. Estimates report. 

 

  1. Go to the Reports menu.
  2. Select the Jobs, Time & Mileage from the list.
  3. Click Job Progress Invoices vs. Estimates.
  4. If you need to filter some data so the report will only display the info you need, simply click the Customize Report button. 

 

If you have more questions about progress invoicing, feel free to click the Reply button below. I'll get back to you as soon as I can. Have a good one. 

K
karentws4258
June 17, 2022

Can I change the prior amount invoiced.  My job is billed in full, however it did not record an item the was billed several months ago.

katherinejoyceO
katherinejoyceO
Level 9
June 17, 2022

Thanks for posting your first concern to this thread, @karentws4258. I'll be your QuickBooks guide today.

 

You can void the invoice and recreate it to correct the amount if the transactions are not yet reconciled. 

 

Here's how:

 

  1. Go to the Accountant menu and select Batch Delete/Void Transactions.
  2. Choose Invoices under Transaction Type.
  3. Select the transaction you want to void from the available transactions list, then click Review and Void.
  4. Select Back Up and Void. You can also avoid the backup and select Void just from the dropdowns.
  5. Press Yes to confirm.

 

Once done, you can now recreate the invoice. Take note of the details and ensure you select the correct date. 

 

However, if the transactions are already reconciled, you may enter the transaction using the journal entry. Then, consult your accountant to make sure your books are correct.. 

 

Get back to us when you can or if you have additional concerns. We're always here to help. 

 

 

P
Papamark
July 22, 2022

Can I create a progress billings from an estimate and not charge employee time and costs against the estimate until I do the last invoice ?

T
TirzahC
Level 4
July 22, 2022

Let me provide some insights into how progress invoicing works in QuickBooks Online (QBO), Papamark.

 

Yes, you can create invoices without charging the employee time. Progress invoicing is billing for a project that stretches over days, weeks, months, or sometimes even years. You can choose how much of an estimate you'd like to convert into an invoice, keep track of home you've invoiced, and continue converting from the original estimate until it has been fully invoiced. You can follow the steps below: 

 

  1. Log in to your QuickBooks Desktop (QBDT) company as an admin.
  2. Go to the File menu, then select Switch to Single-user mode.
  3. Move to the Edit menu, then choose Preferences.
  4. Click Jobs & Estimates from the list.
  5. Tap the Company Preferences tab.
  6. Hit Yes in the DO YOU CREATE ESTIMATES? section. Then select Yes in the DO YOU DO PROGRESS INVOICING? section.
  7. Press OK.

 

The next step is to create an estimate. Here's how:

 

  1. Move to the Customers menu, then select Create Estimates.
  2. Choose the customer in question.
  3. Fill out the rest of the estimate.
  4. Hit Save & Close.

 

Lastly, here's how to create progress invoices:

 

  1. Go to the Customers menu, then select Customer Center.
  2. Choose your customer on the list.
  3. Open the estimate in question on the customer's page.
  4. Tap Create invoice from the toolbar.
  5. Choose the specify on what to include on the invoice.
  6. Fill out the rest of the invoice, then send it to your customer.

 

Here's more information about setting and using this feature: Set up and send progress invoices in QuickBooks Desktop.


I am also adding this article to refer to in resolving common issues when applying a payment towards an invoice: Resolve common issues when you receive payments towards an invoice.

 

Please let me know if you have more questions related to progress invoicing or other concerns. I'm here to answer them. Have a great day!

P
Papamark
July 22, 2022

This is QB Enterprise.  At what point do you close the time out against the estimate.  So you formally set up a project ?

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