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Join nowCreating 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.
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.
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.
Thank you for the information, however I know how to create an invoice from an estimate and how to track the progress billing. My issue is that once the invoice is created showing a % billed it is fine. However when I open the invoice on another day (and this does not happen to all progress invoices, only a few), the invoice total is correct but the % billed is gone (the % column is blank) and the estimate doesn't recognize that the % has been billed. I have to void the original invoice and then re-create it and then all is fine. I cannot determine why it happens on some and not on others as I am doing everything the same when creating the invoice from the estimate. I've done a verify data and all is good. I suppose I need to re-install QB on my workstation. I was hoping someone else had a similar issue and had found a solution.
I'm trying to find out how I can create one progress invoice for multiple estimates. I have a customer that has more than one estimate and only wants one invoice. I am using Quickbooks Enterprise desktop Professional Services 21.0 Release R6P. I can create a progress invoice for one estimate but unable to apply any additional estimate. There something i'm missing.
Hello there, jpohl10934.
I definitely understand how convenient it can be to be able to add different estimates to an invoice.
Progress invoicing lets you split an estimate into as many invoices as you need. The option to add another estimate to a certain invoice is unavailable. To keep track of your progress invoices, you can run a report.
Here's how:
If you want to send a summary of the progress invoices to your customers, you can create statements and then select the Show invoice item on statements option.
For more reference on how to customize reports and customer transactions, you can visit these links:
Let me know if there's anything else that you need help with. I'll be glad to walk you through it. Take care!
regarding progress invoicing. The job is billed in full however the prior amount billed for one of the line items is not correct it should show $8,850 billed and it only shows $1,600 billed so it thinks we should bill another $7,250 but that is not correct.
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.
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:
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.
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 ?
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:
The next step is to create an estimate. Here's how:
Lastly, here's how to create progress invoices:
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!
This is QB Enterprise. At what point do you close the time out against the estimate. So you formally set up a project ?
Hi @Papamark.
Currently, we're unable to include the employee billable hours when we create an estimate.
However, you can create a separate estimate manually then close it once you give the last invoice.
In the meantime, when you create a timesheet for that employee's billable hours, you'll have to pick the time and cost covered by creating a new invoice. Then you'll have to agree with your client and employee that this will be fully paid or covered once your employee finished the project.
On the other hand, you can follow the steps in this article to create a project and track job costs or these steps below.
In addition, I've included some articles to further guide you in managing your timesheets and customer projects in QBDT:
If you have other questions in mind, feel free to reply below. I'll be delighted to answer them for you.
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