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StevenPerryCustomCarpentry
April 2, 2022
Question

Progress Invoicing

  • April 2, 2022
  • 1 reply
  • 0 views

Hello;

 

When we do a project there are payments due upon completion of different parts of the project. I want to know if I send an invoice to a client for them to pay their next contractual payment, is there a way to keep that invoice but also have it show as a payment on the final invoice? To creat my final invoice I use the existing estimate and “create invoice” but it would be for the whole amount. 

in the past I have issued the invoice, then deleted it and applied the payment as a credit to their account. Then I can apply that payment to the final invoice. 

1 reply

JoesemM
JoesemM
April 2, 2022

I'm here to help share information on how to record those transactions, @StevenPerryCustomCarpentry.

 

The steps you've performed on how to record your invoice transaction in the past are right. For now, you can follow the steps you've performed in the past or manually enter the invoice transaction and payments for the projects that are due for the completion of each part.

 

For the step by step process, you check out these articles:

 

 

For your future tasks in QuickBooks, you can check out these articles. It contains steps on how to pull up project reports and add paid and unpaid invoices to projects:

 

 

Drop me a comment below if you have any other questions related to the QuickBooks features. I'll be more than happy to help. Wishing you a good one, @StevenPerryCustomCarpentry.

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