Why does my progress invoicing keep getting turned off?

So I noticed there has been no template created for progressing invoices.. Why is it not automatically generating one?
Help please

Hello there,

I appreciate you for being detailed about your concern and for sharing your specific process. Allow me to provide you with some information that can help you get back on track.

Before anything else, I'd like to know if you're using the new estimate and invoice layout. This is because progress invoicing is currently unavailable in the new experience. As a workaround, I suggest switching back to the old layout. 

Here's how to return to the old layout:

1. Open the Invoice.
2. Click the Old layout button.
3. Select Switch layout.
4. Then, Leave and submit.

Additionally, some users don't have the option to click the Old layout button. In that case, we can perform some troubleshooting steps. A cache-related issue may be causing issues with the browser. First, open a private browser to log in to your QuickBooks Online (QBO) account.

Below are the shortcut keys you can use:

•  Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift +N

Once signed in, check if you can switch back to the old layout or create a progress invoice again. If this works, you can clear your browser's cache and cookies to ensure the web pages are loading correctly. If the same thing happens, you can use supported browsers. It might be that the current one you're using has a temporary issue with the program. 

Please feel free to leave a reply if you have further questions about progress invoicing in QBO. I'm just one post away to help you out.

I am having that same problem. Quickbooks help line can not figure it out

We appreciate you joining the thread, @SkyJeff.

Please know we see the urgency of this matter and that we want to ensure you can get through this and continue to utilize the progress invoice feature inside QuickBooks Online (QBO). If you're using the new invoice experience, please know that the option to do so is unavailable. 

Also, we'd like to ask if you've already tried the troubleshooting steps provided by the previous representative. If you've already tried the suggestions provided by our colleague and the issue persists, we'd recommend contacting our Customer Care Team once again so they can conduct further investigation to determine the root cause of this problem. We'll write down the steps to get you going:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

See this page for more details: QuickBooks Online Support.

In addition, you can visit these articles to help you manage invoice payments, create personalized sales forms, and keep track of your transactions inside the program:

• Record invoice payments in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Run reports in QuickBooks Online.

@SkyJeff, please feel free to inform us about how it goes. The Community space is always ready to provide further assistance to address this situation on time. We can also help you if you have tasks you'd like to accomplish inside QuickBooks. Stay safe!

Same issue for me.  I need this to work please!

I also cannot progress invoice. I switched back to the old version (template) but I cannot progress invoice from there either. With the end of the month approaching quickly, I need to be able to accurately report for sales tax purposes.  Anyone have any luck with chat?

I see that having the progress invoicing would benefit you, cecelectric.

This feature is available to all QuickBooks Online (QBO) versions if you're using the old layout. Please ensure that you have enabled progress invoicing in your account to use it.

Since you're still experiencing issues using the old one, let's use a private browser to rule out any browser-related issues. Here are the keyboard shortcuts:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Once you can do progress invoicing in incognito, return to your regular browser. Then, clear your cache to refresh website preferences and remove temporary files that may interfere with QBO. 

Moreover, you can set up and send automatic invoice reminders in QBO, which saves you the hassle of manually tracking due dates.

You're always welcome to reach out again if you need further assistance or clarification regarding progress invoicing. Just type in your response by tapping the reply button below.

I’ve had the same issue. It is beyond frustrating. I spent 50 minutes on the phone with a rep who could not figure it out either. It seems like ever since the update came out, everything started getting worse 

And also, this is supposed to be created from an Estimate so we can invoice customers for percentages of the jobs. Why would we need to change it starting with the invoice. That doesn’t make sense. 

This workaround worked for me:

Go to any invoice and switch to 'Old Layout'

Then go back to setting and re enable and save progressive invoicing.

The system will now prompt you to make the progressive invoice and work.

You can keep it on the old layout, or switch it back. I would note that in my scenario, it was a 25% down and then a final bill so I just made both invoices before switching back. It looks like it is a bug in the new layout.

I have same issue plus when they migrated from QB Pro desktop to QB online all my previous progressive invoices are no longer linked to the estimates. I can't create new progressive invoices from an estimate because all the previous invoices are not credited to the job. I've been on the phone wit QB Help over about 8 hrs and 5 different people. No one can seem to help me and I can not invoice customers. I've should be out in the field working but instead I'm wasting my time with QB. All this happened because I was trying to move to a new computer and QB forced me to upgrade to Online. Their software is flawed and I am paying $90 a month and I can't even use it. I just want my old QB desktop back.

I see how useful it would be to have the progress invoicing feature on your end and recognize your effort in contacting our live support, @bobrrc. 

Currently, the updated QuickBooks Online (QBO) invoice doesn't support progress invoicing. However, if you're using the old one, I'd like to know if you encounter any error messages.

On top of that, since you mentioned that you migrated from QuickBooks Desktop (QBDT) to QBO, please know the estimates used for progress invoicing won't link to the invoices you created in QBDT. You can read more of this here: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

For future reference, you might want to send reminders to your customers about their invoices due automatically, check this article: Send invoice reminders automatically or manually in QuickBooks Online.

Feel free to return here if you have additional questions about managing your invoices. I'll be willing to help. Keep safe.

I found a way to work around this annoying update.

I have no idea if it works with the new updated layout so I am staying with the old way until they fix it.

When creating a invoice from an estimate, the system now automatically marks the quote/estimate as closed. You have to go back to the estimate and mark it as accepted which keeps it open and you can continue with progress invoicing. It's a pain, but it's working so far.