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November 9, 2022
Question

Can I split one quote and subsequent payments into two customers?

  • November 9, 2022
  • 1 reply
  • 0 views
We do fencing works and the initial quote is usually requested by one neighbour but deposits and final payments then split between two neighbours.

1 reply

November 9, 2022

Hi australian_quest,

 

Thanks for posting in the Community!

 

You can use progress invoicing feature in QuickBooks Online which allows you to split quote into as many invoices as you need. Let me show you how to turn on progress invoicing. 

 

  1. Go to Gear icon and select Account and settings.
  2. Select the Sales tab.
  3. In the Progress Invoicing section, select Edit ✎.
  4. Turn on the Create multiple partial invoices from a single quote switch.
  5. In the Update your invoice template? window, select Update.
  6. Select Save, then Done.

 

Now you can create multiple invoices from your quotes.

 

Here's how to create a progress invoice from the quote:

 

  1. Go to Transactions, then select All Sales.
  2. Find the quote on the list.
  3. Select Create invoice from the Action column. You can also open the quote and select Create invoice.
  4. Decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, enter a specific amount for each item on the invoice.
  5. Fill out the rest of the invoice.
  6. Select Save and close.

 

For more detailed information, you can also check on this article: Set up and send progress invoices in QuickBooks Online


Feel free to post again if you have any other questions. I'll be around to help.