
Set up and send progress invoices
by Intuit•3• Updated a day ago
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.
Your quotes or invoices will look different depending on whether you have the old or new quote and invoice experience. |
Prerequisites
Before you can create a progress invoice:
Once progress invoicing is turned on, you can use the premade Airy style template, or create your own.
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. |
Step 1: Create progress invoices from a quote
You can use a quote to create a progress invoice that has been marked Accepted. This doesn't change the original quote, which remains in your records. You can create multiple progress invoices from the same quote.
- Follow this link to complete the steps in product
- Select the quote you want to use to create a progress invoice.
- Under Action, select Convert to invoice.
- Fill out the rest of the invoice.
- Select Review and send, Save and new or Save and close.
Note: You can also create an invoice and assign it to a customer with an open quote. Then find the quote in the Add to Invoice or Suggested transactions sidebar and select Add.
Step 2: Keep track of your progress invoices
- Follow this link to complete the steps in product
- Select the invoice
- Select (number) linked Quote.
- Select to the quote you want to see.
After you’ve invoiced for the total quote, the quote status automatically changes to Converted. 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.
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