When using progress billing, the paid line items from the first invoice are not being reflected when I create the second invoice. Progress billing setting it on.

Hello, ian-figtreehomes.

I'll be glad to share some information about your situation.

When you invoice a full amount for a specific item, it will not show up on your second invoice. The item that doesn't have a remaining balance will have a Closed status on the estimate. 

I've got these sample screenshots for reference:

To learn more about progress invoicing in QuickBooks, you can read this article: Set up and send progress invoices in QuickBooks Online.

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!

@RenjolynC Thank you for the info! Unfortunately when I create an invoice, my invoice is not showing the amount invoiced to date for each line, and when I create the second invoice, it is still showing all lines as unbilled.

Thanks for coming back, @ian-figtreehomes. I'm here to share additional insights about progress invoicing. 

It could be that the invoice isn't in the full amount, that's why it still showing as unbilled on your second invoice. Please know that the estimate status automatically changes to Closed once you’ve invoiced for the full estimate. 

Should you try to invoice for more than 100% of the total estimate, you’ll only be able to add what’s left of the remaining balance.

To resolve this, please ensure the invoice is in a full amount for a specific item so it will not show up on your second invoice as unbilled. 

Check out Create progress invoice from the estimate in this help article: Set up and send progress invoices in QuickBooks Online.

You might want to include estimate summaries on your progress invoices in QuickBooks Online. Read through this article for future reference: Add project estimate summaries to a progress invoice. 

Feel free to message again if you have additional questions. We're always here to guide. 

@katherinejoyceO Are you available to help with this? I don't seem to be getting anywhere with the customer service reps that I have discussed this issue with over the phone and have spent over an hour on the phone today in an attempt to correct this issue. There are several line items that were invoiced 100%, as well as several that were not invoiced at all, but all line items are showing up on the second invoice as having not been invoiced when I attempt to create the invoice. 

@katherinejoyceO Are you available to help with this? I don't seem to be getting anywhere with the customer service reps that I have discussed this issue with over the phone and have spent over an hour on the phone today in an attempt to correct this issue. There are several line items that were invoiced 100% on the first invoice, as well as several that were not invoiced at all, but all line items are showing up on the second invoice as having not been invoiced when I attempt to create the second invoice. It's not showing the "invoiced" or "remaining" columns on the invoice/estimate at all.

I appreciate you for getting back to us, Ian.

Allow me to grab this opportunity to help you fix the issue you're having with your invoice.

I recommend toggling your progress invoicing to ON and OFF to isolate this issue. Let me show you how in your QuickBooks Online (QBO) account.

1. Go to the Gear icon and select Account and settings.
2. Select the Sales tab.
3. Click  the Progress Invoicing section.
4. Toggle the Create multiple partial invoices from a single estimate radio button to OFF.
5. Click Save and then Done.
6. Repeat steps 1 to 4 and toggle the radio button to ON.
7. Click Save and then Done.

You can also check this article for more details: Set up and send progress invoices in QuickBooks Online.

If the issue remains, I recommend logging in to your account on a private or incognito window to verify if this a browser cache issue. Cache files that are stored for a long period can cause unusual behavior that affects the performance of your account.

Using a private window is a great way in identifying this kind of issue as this doesn't save any cache files. To open an incognito window, you can refer to these keyboard shortcuts:

• Press keys: Ctrl + Shift + N (Google Chrome browser)
• Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
• Press keys: Command + Shift + N (Safari browser)

If you’re able to create your second progress invoice with ease, I’d suggest clearing your regular browser's cache. This will delete all saved data files from your browser and start with a clean slate. If the issue remains, I recommend using other supported browsers. This way, we can check if this is a browser-integrated issue. 

Once your customer pays their invoice, you can refer to this article on how to record it in your account: Record invoice payments in QuickBooks Online.

Keep me posted if you need further help in managing your invoices. I'm always around ready to help you. Stay safe!

I am having the same problem and the question isn't answered yet. In the example, you showed three items with different prices on the estimate. On the invoice, you showed where one of them was 100% paid and didn't reflect on the invoice. However, could you show an example where a partial payment shows a percentage of the balance on an item that is reflected on the invoice?  For example, if one line item is paid in full, it doesn't show up on the following invoice, however, if it is a percentage of the total of that item, will the invoice reflect the unpaid balance?  It's not working for me and it is very confusing to my customers. 

Thanks for providing your concern on this thread, @wbfinc.

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

Yes, you're correct that when using the progress invoicing feature, it won't reflect the unpaid balance on your next invoice if it is only a percentage of the total in a line item.

As a way around, you can pull up the created estimate instead to show the previous balance of your previous invoices. 

You can also check the remaining amount of your estimates by running the Estimates & Progress Invoicing Summary by Customer Reports. Let me show you how:

1. Go to the Reports menu.
2. In the search field, you can enter "Estimates & Progress Invoicing Summary by Customer".
3. Change the Report period it was created and then Run report.
   

You'll also want to personalize the format for your reports. Kindly refer to this article to learn more about the process: Customize reports in QuickBooks Online.

Additionally, you can personalize the appearance by adding specific info to your sales forms. Check out this article for more information: Customize invoices, estimates, and sales receipts.

Let me know in the comment section if you have further concerns regarding progress invoicing in QBO. I'll be more than happy to help. Have a nice day!

I have the same issue in Quickbooks Premier2021 Desktop so not a browser issue. I tried turning the progess invoice toggle off and back on, but to no avail. This appears to be a glitch in Quickbooks, so why is there no other option but to upgrade at a cost of over $1100?

When I run that report it says %progress 0 But 2 progress invoices have already been created. So somehow they lost connection.

Hi JKCEnt,

Thank you for joining in on the thread. I'm happy to provide information to check the remaining quantities when making a second invoice.

When you create a second invoice and choose Create invoice for selected items or for different percentages of each item, you can put a checkmark in the Show percentage checkbox in the next window. This will show you the number of quantities and the percentage invoiced for each item.

On the other hand, if you need more references for QuickBooks Desktop, just visit the main support page and click More topics.

Let me know if you have more questions about progress invoicing. Take care and have a good one!

I am having the exact same issue right now!  I create an invoice from the estimate for 80% of the bill.  It use to allow me to then create a second invoice from the estimate and either choose another percentage or just bill the remaining balance. That box is no longer coming up and it only create a second invoice for the full amount that doesn't reflect any payments.