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Thanks for dropping by here, @KS1966. Let's work this out to fix the progress invoice feature inside your QuickBooks Online (QBO).
A reason estimates shows completed even if transactions were not yet settled is that the invoice you linked already covers the total amount inside the created estimate.
You'll want to check how you set up the estimates. After setting up, a Create invoice button will appear beside the Amount section. If you're using the Percent of each line set up, ensure you added the correct percentage equivalent to the amount the item added inside your invoice. Doing this allows you to monitor the increase of the progress of your transaction.
I'll input the steps below to help you review the details of your estimates. To begin, these are the steps:
To learn more about how Estimates works inside QuickBooks, please see this page: Set up and send progress invoices in QuickBooks Online.
Additionally, if you want to create personalized sales forms inside your company, feel free to check this handy article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Also, if you got time to spare, you can visit this page to learn about modifying reports and adding extra details to it so you can monitor all transactions inside your company: Customize reports in QuickBooks Online.
@KS1966, feel free to mention me in the Comment section in case you need help performing tasks inside your company. I'll make sure to get back to you as soon as possible. Take care, and have a nice day!
Thanks! I understand the concept of 100% billed and amount due on the contract. The system is the one that does not update. I will respond with my chat attached where you can scroll to the bottom where support is telling me that I solved the problem by deleting the balance unbilled and putting it back in. They consider this a solution.
[Attachment removed, contains PII]
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