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pbhcpa
July 28, 2021
Question

Progress Invoicing - QB Enterprise

  • July 28, 2021
  • 11 replies
  • 19 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. 

J
jpohl10934
July 30, 2021

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.

C
Catherine_B
Level 9
July 30, 2021

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: 

 

  1. Go to the Reports menu.
  2. Choose Jobs, Time & Mileage.
  3. Select Job Progress Invoices vs. Estimates.

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!

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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