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I
ian-figtreehomes
April 24, 2021
Question

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.

  • April 24, 2021
  • 1 reply
  • 11 views
No text available

    1 reply

    RenjolynC
    RenjolynC
    Level 9
    April 24, 2021

    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!

    W
    wbfinc
    June 25, 2022

    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. 

    K
    Kevin_CModerator
    Moderator
    June 25, 2022

    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!

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