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Slevy7
March 10, 2025
Question

Is there a way to get the line item details for invoice and remaining amount from an Estimate created for a Progress Invoice?

  • March 10, 2025
  • 1 reply
  • 0 views

Is there a way to get the line item details for invoice and remaining amount from an Estimate created for a Progress Invoice? I see the columns on the edit screen, but when I print or download I don't get these two columns. I looked at the manage estimate customization and design and there is no option to get this info on the print/download document.

1 reply

L
LouiseG12
March 10, 2025

I appreciate the detail you’ve provided about the issues you’re encountering when printing or downloading these documents. I know it's essential you have access to all necessary information and am here to help resolve this matter so that your documents include both columns as required, Slevy7.
 

It's possible the reason why the column did not appear is because you made modifications to the template after you had already created the estimate and progress invoice. Please be aware that any changes made to the template will only be reflected in new transactions created thereafter.
 

To prevent this issue, check that you selected the necessary columns. If any discrepancies arise, delete or recreate the entries and make sure to pick the appropriate template before finalizing and saving your estimate and progress invoice.

Please see the attached screenshot below:


In addition, this material can guide you in recording and receiving payments online in QBO: Receive and process payments in QuickBooks Online with QuickBooks Payments.
 

If you have any further questions or require additional assistance, please feel free to reach out. We're here to help ensure that your dealings with estimates and progress invoices are as smooth and error-free as possible. Have a good one!

S
Slevy7Author
March 11, 2025

I am not sure what you mean by: "If any discrepancies arise, delete or recreate the entries " also if i go to the standard estimate there is no options for these columns. 

S
Shania_C
March 11, 2025

Glad to have you back here in the Community forum, @Slevy7.

 

When deleting or recreating entries when discrepancies occur in customizing forms in QBO helps ensure financial data accuracy and compliance, preventing potential errors from impacting financial reporting.

 

Moreover, to address the issue of missing columns when printing or downloading, please ensure to select the specific template you customized under the Custom Form Style tab. You can then proceed to create or edit the transaction to display the customized template you selected. Here’s how to do it:

 

  1. Navigate to the Sales tab, and select either Invoice or Estimate.
  2. Pick the specific entry you wish to modify.
  3. Click on View/Edit.
  4. Under the Design tab, use the dropdown button to select your desired template.
  5. Click Save once you've made your changes.

 

 

However, if the issue persists, we can perform browser troubleshooting steps such as clearing your browser’s cache or trying a different browser this can help resolve this issue and restore the missing information on your printed or downloaded documents.

 

Furthermore, I added this article you can visit to learn how to accept invoice payments in QBO: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

Moreover, discover how QuickBooks Live Experts can enhance your financial management with exceptional support and insight, addressing your financial concerns accurately and confidently. Our experts simplify complex accounting and ensure compliance effortlessly, serving as your personal financial guides.

 

We are always available to assist you with any information you need about managing your sales transactions, including invoices and estimates in QuickBooks. Stay safe!

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