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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
  • 4 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!

    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.

    katherinejoyceO
    katherinejoyceO
    Level 9
    April 26, 2021

    Thanks for coming back, @ian-figtreehomes. I'm here to share additional insights about progress invoicing. 

     

    It could be that the invoice isn't in the full amount, that's why it still showing as unbilled on your second invoice. Please know that the estimate status automatically changes to Closed once you’ve invoiced for the full estimate. 

     

    Should you try to invoice for more than 100% of the total estimate, you’ll only be able to add what’s left of the remaining balance.

     

    To resolve this, please ensure the invoice is in a full amount for a specific item so it will not show up on your second invoice as unbilled. 

     

    Check out Create progress invoice from the estimate in this help article: Set up and send progress invoices in QuickBooks Online.

     

    You might want to include estimate summaries on your progress invoices in QuickBooks Online. Read through this article for future reference: Add project estimate summaries to a progress invoice. 

     

    Feel free to message again if you have additional questions. We're always here to guide. 

     

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