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3axis
July 31, 2020
Question

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

  • July 31, 2020
  • 3 replies
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Original commenter did not share additional details

    3 replies

    Tori B
    Tori B
    July 31, 2020

    Hey there, @3axis. 

     

    Thanks for reaching out to the Community. 

     

    To clarify, are you referring to progress invoicing? Progress invoicing is billing for a project that stretches over days, weeks, months, or sometimes even years. You can choose how much of an estimate you'd like to convert into an invoice, keep track of home you've invoiced, and continue converting from the original estimate until it has been fully invoiced. 

     

    Check out Set up and send progress invoices in QuickBooks Online for additional details. 

     

    However, if you don't mean progress invoicing, please do let me know. I'll be sure to keep an eye out for your response. 

     

    Feel free to reach out to the Community any time. Take care and have a great weekend. You certainly deserve it!

     

     

    3
    3axisAuthor
    August 2, 2020

    I had been using QB desktop since 2005.   Per my original post ...  In the desktop version the invoice shows the previous % billed, and the current % billed.  QB online does not show that data on the invoice.    Is there a work around?  It is confusing the AP depts. of my clients.  

      K
      KITTYJ
      January 24, 2023

      I love the idea of progress invoicing.  However, we do not use the estimate for and estimate of the cost for a job.  We actually use the estimate for entering non-inventory parts and quantities ordered and would like to show a backorder.  Does anyone have a workaround to change the progress invoicing from a percentage or dollar amount to a quantity of parts being shipped/backordered.

       

      Your help would be appreciated.

      G
      GlinetteC
      January 24, 2023

      Hi there, KITTYJ. The idea of being able to change the details in progress invoicing to achieve your goal was great.

       

      You may consider looking for a third-party application that lets you do the tasks. For guidance on what app to use, you can go to the Apps menu in your QBO account and browse for one that suits your business needs. 

       

      You can also send your ideas to our product development team so they may consider adding this feature to future product updates.

       

      Here's how:

       

      1. Select the Gear icon at the top.
      2. Then click Feedback.
      3. Enter your comments or product suggestions.
      4. Then select Next to submit feedback.

      Your valuable feedback goes to our Product Development team to help improve your experience in QBO.

       

      Moreover, I'm adding this article that can guide you in personalizing your invoices base on the data you need: Customize invoices, estimates, and sales receipts in QBO.

       

      Let me know if you have other queries about invoices or managing your account. I’ll be around to assist you.

      J
      JKPowell
      June 2, 2023

      Has any progress on this been made by QBO?  I just switched from Desktop to Online and have the same issue.  Since QBO seems to make it impossible to show Prior % paid on an invoice, or even invoice a percentage of what's left in a line item to reach 100%, how is everyone working around this?  This is so fundamental to the way we communicate with clients and document percentage completed vs percentage invoiced that I'm struggling to understand the value of percentage billing at all as set up in QBO.

        S
        SirielJeaB
        June 2, 2023

        It's nice to have you join the Community space, JKPowell. I'll share some details on how to isolate your issue.

         

        You can generate and send statement summaries to your clients to show their invoices, payments, credits, and balances. I'd be delighted to demonstrate how:

         

        1. Go to the Sales menu, then Customers.
        2. Choose the checkboxes for the customers you want to make statements for.
        3. Select Create statements in the Batch actions dropdown ▼.
        • In the Statement Type dropdown ▼, pick the customer statement type: Balance Forward, Open Item, or Transaction Statement.
        1. Navigate the dates for the statements and the date range.
        2. Check the customer's email addresses.
        3. Hit Save, Save and close, Save and send, or Print or Preview.

         

        To know more details, visit this article: Create and send customer statements in QuickBooks Online.

         

        Moreover, if you do projects for customers and bill them as you go using progress invoicing, you can enclose an estimate summary on their invoices. It helps your customers track how much they have spent on their projects. Please refer to this article: Add project estimate summaries to a progress invoice in QuickBooks Online.

         

        Please feel free to click the Reply button below if you have further QuickBooks-related concerns. I'm always available to assist you. Have a nice day, JKPowell.

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