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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
  • 12 replies
  • 51 views
No text available

    12 replies

    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!

    I
    ian-figtreehomesAuthor
    April 26, 2021

    @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.

    R
    RGillis
    December 8, 2023

    @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 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. 

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