Progress Invoicing Customers in QuickBooks

You can create invoice for the every phase of a long term project that you have taken up.  This is called progress invoicing. Turn on the progress invoice feature in QuickBooks.

  • Follow the path Edità Preferences à Jobs & Estimates.
  • Now click on the company preferences tab.
  • Now click on Yes to Do you create estimates? and Do you do progress invoicing?
  • Now prepare an invoice based on your estimates. Now select Create Invoices.
  • Click on the dropdown arrow next to Customer and choose the customer name.
  • The Available Estimates window will be opened. Choose an estimate for invoicing.
  • Click OK.
  • Create Progress Invoice is opened on the basis of Estimate window by QuickBooks.
  • You also have the option to specify the items and quantities to transfer from the estimate to the invoice. In this case, select the third option.
  • Click OK.
  • Decide which items and quantities to invoice. Choose the Show Quantity and Rate and the Show Percentage boxes.
  • The four columns that come first display information from the Estimate. The next three columns provide information about any invoice already created for the job. The last six columns display the amount you want to charge the customer on this invoice.
  • Provide Quantity, Amount, or Percentage to transfer an item to the invoice. Here, enter 3 quantities. For the first line item, provide 5 for Framing.
  • For the second line item, provide that you installed 5 Frames.
  • For the third line item, enter that you removed 5 Frames.
  • Click OK.

To learn more about the steps dial the toll free help line number. The QuickBooks tech support team will be able to resolve all your queries.



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