Skip to main content
P
PRElynn
March 15, 2022
Question

Invoicing

  • March 15, 2022
  • 1 reply
  • 0 views

We want to create a invoice for a customer, that won't be due until the end of the year and will not show in their current balance due now.  The calculation for the invoice is complicated so we want to have them ready but not billed yet, and don't want the invoice amount to show in the A/R balance.

1 reply

MaryLandT
MaryLandT
March 15, 2022

Thank you for contacting us, PRElynn.

 

Creating an invoice will show on the Accounts Receivable. Since you don't want to see the balance due for now, you can create an estimate for this.

 

An estimate is a non-posting transaction and it doesn't affect your account balances. You can convert it to an invoice once you're ready to bill out the customer.

 

Here's how to create an estimate.

 

  1. Select New ⨁ and then Estimate
  2. Select your customer.
  3. Fill in the rest of the estimate.
  4. Select Save and new, Save and close, or Save and send.

 

Additionally, you can follow the progress invoicing process in QuickBooks. Check out this link to learn more about the workflow: Set up and send progress invoices in QuickBooks Online.

 

If you need to learn more about estimates, here's an article as a guide: Create and send estimates in QuickBooks Online.

 

Keep me posted if there's anything else I can help you with creating an invoice. I'll be right here to guide you.

Terms & ConditionsAccessibility statement