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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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JenoP
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Let me help you get the same option when creating invoices, trista_scott.

 

You need to turn on the Progress invoicing feature to get the prompt asking if how much you want to invoice from the estimate. Here's how:

 

  1. Go to Gear or Settings ⚙ and select Account and settings.
  2. Proceed to the Sales tab.
  3. In the Progress Invoicing section, select Edit ✎.
  4. Turn on the switch to Create multiple partial invoices from a single estimate.
  5. Select Save and then Done.

 

progress invoice.PNG

 

Once done, you should receive a prompt if you want to a percentage of the estimate when converting an estimate to an invoice.

 

Let me share this article as a guide: Set Up and Send Progress Invoices in QuickBooks Online.

 

You can also edit your invoice template and add an estimate summary. Here's an article as a guide in case you want to do it: Add Project Estimate Summaries to a Progress Invoice.

 

Feel free to come back to this thread or post another question if you need anything else. We'd be happy to help you again.

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