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Level 1

We want to change the $rate for a line item on a progressive invoice. Seems that field is not editable. Any tricks out there?

 
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Highlighted
QuickBooks Team

We want to change the $rate for a line item on a progressive invoice. Seems that field is not editable. Any tricks out there?

I can share some tips in handling progress invoices, ehak11.

 

The option to directly change the rate of an item in a progress invoice is unavailable in QuickBooks Online. This is because the Progress Invoicing feature aims to provide a high level of transparency to clients and is based on actual costs incurred. We'll have to change the rate of the estimate first so that it will reflect on the invoice. 

 

We can go back to your estimate to change the rate of that certain item. I'll guide you how:

 

  1. Click the Magnifying glass icon.
  2. Locate then click the estimate to open it.
  3. Click the current rate then enter the necessary changes.
  4. Hit Save, then select Yes to confirm the changes.

Then, we can now create a progress invoice from the updated estimate:

 

  1. Select Sales from the sidebar menu, then click All Sales.
  2. Locate the estimate on the list.
  3. Click Create Invoice from the Actions column (you can also open the estimate then click Create Invoice).
  4. Decide how much you want to invoice for, then select Create Invoice.

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

 

In case you need a complete list of all estimates and connected progress invoices, you can follow the steps below in customizing the Estimates Progress Invoicing Summary by Customer Report:

  1. Select Reports from the sidebar menu.
  2. Enter Estimates Progress Invoicing Summary by Customer in the search bar.
  3. Click the Customize button.
  4. Set the desired reporting date.
  5. Hit Run report.

All the transactions are sorted by customer. The estimates indicate positive totals and the progress invoices have negative totals.

 

You can count on me if you need more help in managing your progress invoice. I'm just one comment away.

Highlighted
Level 1

We want to change the $rate for a line item on a progressive invoice. Seems that field is not editable. Any tricks out there?

Terrible.  Can't redo an estimate.  This is an invoice that already went out to the client.  I don't need instructions on how to do progressive invoicing.  So, why can't we change the rate on a progressive invoice?  Programmers haven't figured it out yet?

Highlighted
QuickBooks Team

We want to change the $rate for a line item on a progressive invoice. Seems that field is not editable. Any tricks out there?

I got options to edit the rate, ehak11.

 

You can update the rate on the estimate before copying it to an invoice. Please be sure to enter a memo about this change. You can also indicate that this change was agreed between you and your customer.

 

The other option is by creating a stand-alone invoice with the new rate. Then, manually mark the estimate as closed or update it as you create invoices for your customers. I highly suggest adding memo's on the transactions for your reference in the future.

 

I'd also to shed light on why we can't change the rate on the invoice. This step will mismatch the data of the estimate and the invoice. That's why changing the rate is disabled on the Invoice page.

 

Please let us know if you have other questions in mind.

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