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A
Acu8
December 14, 2022
Question

Progress invoicing

  • December 14, 2022
  • 1 reply
  • 0 views

Hello!

We are a small healthcare practice and take insurance. One network in particular has varying policies, so the entries are inconsistent.

 

Does anyone know how to set up QBs Desktop progress invoicing for coinsurance payments and in-network rates?

 

There must be a way but this isn't our area of expertise, so any advice would help and be appreciated!!

Tom

 

 

1 reply

S
SirielJeaB
December 14, 2022

welcome to the Community, @Acu8. I appreciate you for reaching out to us. 

 

Progress invoicing allows you to divide an estimate into as many invoices as you require. This keeps project payments organized and linked from beginning to end. I'll help you how to set up and use progress invoicing in QuickBooks Desktop.

 

To turn on progress invoicing:

 

  1. Log in to QuickBooks Desktop as an administrator.
  2. Select Switch to Single-user mode from the File menu.
  3. Go to the Edit menu, then select Preferences.
  4. Select Jobs & Estimates from the list of menus.
  5. Navigate to the Company Preferences tab.
  6. Click Yes in the DO YOU CREATE ESTIMATES? section and DO YOU DO PROGRESS INVOICING? section.
  7. To save and close your preferences, click OK.
  8. Return to the File menu and select Switch to Multi-user mode if necessary.

 

Please read this article for a more detailed process and information on managing progress invoicing: Set up and send progress invoices in QuickBooks Desktop.

 

 

If you need to keep track of your invoices in QuickBooks Desktop, you can refer to this article: Verify that an invoice was emailed and read by the recipient.

 

If you have additional questions or concerns about your invoices in QuickBooks Desktop, please click the Reply button below. We're available around the clock. Have a wonderful day, Acu8.

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