Set up and send progress invoices in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online10Updated August 24, 2021

Learn how to send invoices over time as you work off a quote in QuickBooks.

Progress invoicing lets you split a quote into as many invoices as you need. Instead of asking for full payment at the beginning of a project, you can invoice customers for partial payments. As you complete work, add items from the initial quote to progress invoices. This keeps project payments organised and connected from start to finish.

Step 1: Turn on progress invoicing

If you haven’t already, turn on progress invoicing.

  1. Go to Settings ⚙ and select Account and settings.
  2. Select the Sales tab.
  3. In the Progress Invoicing section, select Edit ✎.
  4. Select the Create multiple partial invoices from a single quote checkbox.
  5. Select Save and Done.

Now you can create multiple invoices from your quotes.

Step 2: Create a progress invoice template

Use the premade Airy style to create a new invoice template. You should use this template any time you create a progress invoice.

  1. Go to Settings ⚙ and select Custom form styles.
  2. Select New style and then Invoice to create a new invoice template. Or, select Edit to update one of your existing templates.
  3. Give the template a memorable name, like "Progress invoice template."
  4. Select Change up the template or Dive in with a template in the Design tab.
  5. Select the Airy new template. This is the only template you can use for progress invoices.
  6. Select Edit print settings or When in doubt, print it out.
  7. Uncheck the Fit printed form with pay slip in window envelope or Fit to window envelope checkbox.
  8. Select the Content tab. Then select Edit ✎ on the second section of the form.
  9. Select the Show more activity options link. Then select the Show progress on line items checkbox if you want to show item details on progress invoice.
  10. Select Done.

Make this as your default invoice template

Use your new template to send progress invoices. If you send lots of progress invoices, we recommend using this as your new standard template for all invoices.

  1. Go back to Custom Form Styles.
  2. In the Action column, select the drop-down menu ▼ next to the template. Then select Make default.

If you only want to use this template for progress invoices, select Customise directly on the invoice form to change the template.

Step 3: Create a quote

  1. Select New ⨁ and then Quote.
  2. Select your customer.
  3. Fill out the rest of the quote.
  4. Select Save and newSave and close, or Save and send.

Note that the totals in the remaining column of your quote don't include tax, discount, or shipping costs.

Tip: If you use the Projects feature (QuickBooks Online Plus
) and want to add a quote to a project, add it before you start creating progress invoices.

Need to edit something on your progress invoice?

If you need to edit an item on a progress invoice, make your changes on the original quote, not the invoice itself. You can make changes as long as you haven’t invoiced for the total quote amount.

Step 4: Create progress invoices from the quote

There are a few ways to create progress invoices. Both methods give you the same results.

Create a progress invoice from a quote

  1. Go to Sales and select All Sales.
  2. Find the quote on the list.
  3. Select Create invoice from the Actions column. You can also open the quote and select Create invoice.
  4. Decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, enter a specific amount for each item on the invoice.
  5. Fill out the rest of the invoice.
  6. Select Save and new, Save and share link, Save & Share (WhatsApp), or Save and close.

Connect a quote to a new invoice

  1. Select New ⨁ and then Invoice.
  2. Select your customer from the drop-down menu. If the customer has an open quote, QuickBooks will open the Add to Invoice sidebar.
  3. Find the quote in the sidebar and select Add.
  4. Decide how much you want to invoice for, and select Copy to invoice.
  5. Fill out the rest of the invoice.
  6. Select Save and new,Save and share link,Save & Share (WhatsApp), or Save and close.

Your original quote won’t change when you create a progress invoice. QuickBooks keeps a record of both.

Don’t worry about accidentally sending too many invoices

After you’ve invoiced for the total quote, the quote status automatically changes to Closed. If you try to invoice for more than 100% of the total quote, you’ll only be able to add what’s left of the remaining balance.

Need to unlink a progress invoice?

If you want to disconnect a progress invoice from the original quote, select the trash icon for the quote line item. QuickBooks will ask if you want to unlink the entire invoice. If you do, select Yes, unlink it.

Step 5: Keep track of your progress invoices

Review your quote, progress invoices, projects, and reports to stay organised.

Review Quote

You can see all of your progress invoices on the original quote.

    1. Go to Sales and select All Sales.
    2. Find and open the quote.
    1. Select the blue linked transaction(s) to see the invoices you’ve already created.

Review Progress Invoices

Progress invoices include an estimate summary with the total invoiced. There are also links to the original quote and all relevant progress invoices.

You can add quote summaries to invoices so your customers can see their remaining balance. This isn’t turned on by default.

If you add quotes to projects, you can see everything in the Transactions tab of a project page.

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