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.

Forum|Forum|5 years ago
April 24, 2021
12 replies
43 views

No text available

QuickBooks Online

RenjolynC

Level 9

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

@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.

JasroV

Level 8

@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.

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

Sign up

Login with SSO

Let's get you signed in

Login with SSO