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binay-shah-advat
Level 1
posted
‎May 18, 2022 10:44 PM
last updated ‎May 18, 2022 10:44 PM

Can I raise a invoice for a partial 75% of estimate but where 100% Quantity and Amount should be appeared at the face of invoice?

While doing partial invoice, at the face 100% quantity and amount is required and only after subtotal there should be partial % of full value as invoiced to customer. Is it possible?
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1 Comment 1
MarsStephanieL
QuickBooks Team
QuickBooks Team
‎May 19, 2022 12:22 AM

Can I raise a invoice for a partial 75% of estimate but where 100% Quantity and Amount should be appeared at the face of invoice?

Hello there, @binay-shah-advat. I can share more details about using the percentage basis in an invoice from the estimate in QuickBooks Online (QBO).

 

Showing the complete estimate to a 70 percent invoice is unavailable. However, you can create a note in the Message on invoice section stating that this isn't the order you've invoiced to your customer.

 

Here's how to create a note in your invoice:

 

  1. Go to + New and select Invoice.
  2. Enter your customer and add the estimate.
  3. Input 70% and scroll down to the Message on invoice section to enter the note.
  4. Select Save and close or Save and send.

 

You can also personalize your sales forms to attract more customers. Check out this article to learn more about the process: Customise invoices, estimates, and sales receipts in QuickBooks Online.
 

Moreover, when you're ready to receive your customer's payments, you can read through this reference for more details: Record invoice payments in QuickBooks Online.
 

Feel free to ask in the comment section about any QuickBooks-related processes including managing invoices. I'll be around to help you. Keep safe always!

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