Invoices

Thanks for joining the Community, Black Cat Florals.

You can consider using progress invoicing. This lets you split an estimate into as many invoices as you need.

Instead of asking for full payment at the beginning of a project, you can invoice customers for partial payments. As you complete work, add items from the initial estimate to progress invoices. This keeps project payments organized and connected from start to finish.

Here's how to turn the feature on:
 

1. Use your Gear icon, then go to Account and settings.
2. Access the Sales tab.
3. In your Progress Invoicing section, click Edit.
4. Turn on the Create multiple partial invoices from a single estimate switch.
5. Select Done.

Next, you'll be able to create progress invoices from an estimate.

If there's any additional questions, I'm just a post away. Have a wonderful Friday!

You can now tailor invoices directly within the form—adjust fields, add photos, and modify designs to align with your brand. If you're using QuickBooks Payments, you can offer customers multiple payment options, including PayPal, Venmo, credit cards, and ACH transfers, facilitating faster payments. Additionally, customers can approve estimates online, and you can manage all invoices and estimates in one centralized location.