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S
Slevy7
February 24, 2024
Question

Progress Invoicing

  • February 24, 2024
  • 1 reply
  • 5 views
I have an Estimate with 45 line items and I want to do progress invoices. I just created my first invoice and only want to invoice 3 of the 45 line items. when I create the invoice it shows all items and the ones I am not invoicing are showing with 0. Is there a way to have all the 0 items to be hidden or just not show up on my invoice? it looks odd showing 42 lines of 0 items being invoiced.
 
Also is there any way to track what has been invoiced and what is remaining? the "Estimates & Progress Invoicing Summary by Customer" report is useless. The best I have seen is the actual estimate, but when you try to print it you don't get the same detail.
 
Thanks, Scott

    1 reply

    R
    RogelioLModerator
    Moderator
    February 24, 2024

    I understand the frustration this may have caused you, @Slevy7. I want to assure you that I have the necessary information and steps to help you. 

     

    Creating progress invoicing lets you split estimates into different invoices. To begin with, please ensure that you've turned on the Progress Invoicing feature in the Accounts and Settings. If you haven't you can follow the steps in this article: Set up and send progress invoices in QuickBooks Online.

     

    After this, please ensure that the status of the Estimate you created is Accepted. If not, you can edit its status by following the steps I've provided below:

    1. Go to Sales, then All Sales.
    2. Click the drop-down arrow, then Update Status. 
    3. Modify it to Accepted, then filter the rest.
    4. Click Ok.

     

    Once done, we can then convert it into a progressing invoice.

    1. Select the Estimate, then click Convert to Invoice.
    2. Choose the Remaining total of all lines, then Create Invoice.
    3. Delete the line of the item you want to hide from your Invoice, then click Save.

     

    If you've received your customer's payment, you can click receive payment. You also can follow the same steps above if you need to make an invoice using the remaining estimates.

     

    On the other hand, I suggest running the Transaction list by Customer instead of Estimates and Progress Invoicing Summary by Customer report to track what you've invoiced and the remaining estimates. You can see its status by clicking Invoice, Estimate, or Payment. 


    I've added some screenshots for your visual reference.


     



    Note: Layout may vary depending on if you're using Old Layout or New Layout.
     

    Furthermore, you can check out this article if you need to record a partial payment: Record invoice payments in QuickBooks Online.

     

    Please let me know if you need further assistance with your estimates or any QuickBooks-related concerns. Keep safe.

    S
    Slevy7Author
    February 25, 2024

    So if i Delete the line of the item I want to hide from the Invoice, it still remains on the estimate for me to use at a later time?

     

    Also i ran the report you suggest and it doesn't show what i am looking for. What i am looking for is remaining on the line items of the estimate. Similar to the view on the actual estimate while its being edited. it shows columns for "Invoiced" Remaining" "Closed". If i want to print the estimate, these column's do now show in the printout.  Also the report you suggest shows amounts by transaction type, but it doesn't show Estimate total , invoiced total and remaining balance like the summary on the estimate when your editing an estimate. Again this is not on the printout only the edit screen.. How else can this information be seen in a report or printout?

    Scott  

    K
    Kurt_MQuickBooks Team
    QuickBooks Team
    February 25, 2024

    We appreciate you getting back here in the thread, @Slevy7.Depending on your current setup, you can utilize the existing estimate for future use. However, if you've set it to a hundred percent and the invoice's paid in whole, know that you won't be able to use the same estimate template for another transaction or a later transaction. You can consider creating a new estimate to handle the rest of the transaction inside the program.

     

    Regarding running a report showing the remaining on-the-line items of the estimate, view the estimated total, the invoiced total, and the remaining balance on the estimate. Currently, there are no reports that you at the moment, and we recognize the relevance of this option.

     

    We recommend sending a feature request to our Product Development Team so they can evaluate and consider your idea for future updates. We'll write down the steps to get you going:

     

    1. Access your QuickBooks Online company.
    2. On the top right-corner, click the Gear icon.
    3. Select Feedback and then enter your comments or product suggestions.
    4. Once ready, click Next to submit feedback.

     

    Furthermore, here are some articles to help you create personalize sales forms modify your reports to show more details:

     

     

    We're only a click away if you need assistance managing invoices or estimates inside the program. You can also visit the Community space if you have other concerns related to QuickBooks. Stay safe. 

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