With progress invoicing, is there a way for subtotal to be the full estimate amount, but the balance due to be the percentage?

Hi there, adriansproplumbi.

Currently, QuickBooks is unable to show the full estimate amount as subtotal when it's set up to 75% due. The balance due will show 18000.

Please check this article how progress invoicing lets you split an estimate into as many invoices as you need and how its work in QBO: Set up and send progress invoices in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

This is not ok, Quickbooks. The point of progress invoicing is to provide a remaining balance due to our customer. We shouldn't have to print reports for them, it should reflect on their invoices.

This is not the impression we want you to have when using QuickBooks Online (QBO), windylou.

We can turn on the Account Summary feature to show the previous open balances on the latest invoice. This also provides customers with their current total account balance and all payments or credits on their last invoice. Just open the invoice template and turn on this feature.

Let me show you how:

1. Go to the Gear icon on the top menu.
2. Choose Custom form styles.
3. Tick Edit on the template you're using for progress invoicing.
4. Tap the Content button.
5. Click the Table part on the sample invoice.
6. Place a checkmark on the Show on invoice option under the Account summary section.
7. Press Done.

If you need to give customers a complete transaction history,  send them a Balance Forward statement. Then, add details for each transaction in the statement. Just check out this article for the steps and details: Add an account summary to an invoice in QuickBooks Online. Then, go to Create and send Balance Forward statements section.

I've got a link here that provides you with articles about managing your customer transactions: Sales and customers gather topics for all your company's income and customers.

That should point you out in the right direction. Feel free to reply to this post if you need a hand with customizing your sales forms or any QBO related. I'll be here to ensure your success. Take care always. 

I need to show my customer an updated estimate with the already paid amount but it only shows the estimate, it appears they have not paid anything towards the estimated amount. I am not ready to send the customer an invoice as the work is not yet completed but want to show them the amount to finish with the changes they have added to the project.

Hi there, electrician1.

Welcome to QuickBooks Community and it's nice to see you posting your concern here in our forum.

The form or option to show the customer an updated estimate with the already paid amount is unavailable since the Estimate in QuickBooks Online is a non-posting entry. You'll have to convert an estimate into an invoice first so you can process payment and show the entry as accepted completely. This way, when you run an Estimate report they will appear with the already paid amount.

Here's how to run the report:

1. Click the Reports menu on the left panel.
2. Choose Estimates by Customer Report.
3. Click the Customize button.
4. Click the Change columns link. Then, make sure that you checkmark the Estimate status and Amount.
5. Make any necessary changes or filter the other option.
6. Hit the Run report button.

For additional information on how you can customize reports and focus on the details that you want to view, you can click this article: Customize reports in QuickBooks Online.

In case you need help in performing other tasks in QBO, you can check our articles here. Make sure that the topic is set as "QuickBooks Online."

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

This is silly.... Why not have the balance due shown on the estimate?

Meaning you have to create a report to find out how much to invoice after the first one is sent? 

Thanks for joining this thread, @MADCO-US.

You can create statements to show the outstanding balance or invoices that will soon be overdue. There are three types of customer statements that you can use in QuickBooks the Balance Forward, Open Item, and Transaction Statements.

To create a customer statement, please follow the steps below:

1. Go to the Sales tab located in the upper left corner, then select Customers. 
2. Locate the customers' names, then click the small drop-down arrow under ACTION. 
3. Choose the Create Statement menu. 
4. In the Statement Type dropdown ▼, select the customer statement type:
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Select Save and close or Print or Preview.

For detailed steps, check out this article: Create and send customer statements in QuickBooks Online. It also contains steps on how to view current customer statements and customize them.

Additionally, I've added these articles on other ways to convert estimates and how to personalize information to your sales forms: 

• Copy an estimate to a purchase order
• Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

If you have follow-up questions about the process above or other QuickBooks concerns, let me know by commenting below. I'm more than happy to answer it for you. Have a nice day.

This does not work. 

Thank you for joining the thread, @SteveDcor.

The option to show the updated amount for already paid estimates is currently unavailable. As a workaround stated by my colleague ChristieAnn above, you can consider running the Estimate & Progress Invoicing Summary by Customer report. This way, you can view the total amount of the estimate and its balance due.

I know that this option could help provide an accurate balance due to your customer. For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, you can go to the Gear icon and select Feedback.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

I'm also adding this article to learn more about progress invoicing: Send progress invoices in QuickBooks Online.

It’s nice to work with you. Don't hesitate to click the Reply button below if you need further assistance with progress invoicing.