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QuickBooks Team

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Thank you for joining this conversation, @tbard.


I'm here to convert the same functionality for web based (QBO) subscriber.


You can utilize the Progress Invoicing feature to record the transactions in QBO. This allows you to split an estimate into as many invoices as you need.


Let's first turn on this feature:

  1. Click the Gear icon at the top menu.
  2. Choose Account and Settings.
  3. Select the Sales tab.
  4. Go to the Progress Invoicing section and select the Create multiple partial invoices from a single estimate checkbox.
  5. Select Save.
  6. Click Done and then close your settings.

After that, you can create a customize invoice template and name it as your "progress invoicing template".


Next, create an estimate that has the total amount of the product:

  1. Click the Plus (+).
  2. Choose Estimate.
  3. Select your customer.
  4. Enter the information.
  5. Select Save and New or Save and Close.

Lastly, you're all set to create a progress invoice from the estimate!


You can decide how much you want to invoice according to the estimate. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, then you'll have to enter a specific amount for each item on the invoice.


For the detailed instruction and additional recommendations, you can refer to the set up and send progress invoices article and New Progress Invoicing for QBO blog.


That should get you going today. Let me know how it goes or if you have any follow-up question about progress invoicing. I'll be here if you need further assistance. Wishing you all the best!

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