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djohndi06
February 20, 2020
Question

How do I send a customer an invoice for 50 percent including tax?

  • February 20, 2020
  • 3 replies
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3 replies

AlexV
AlexV
February 20, 2020

You can make use of progress invoicing feature, djohndi06.

 

This will allow you to create multiple invoices from a single estimate. With this option, you can invoice your client for 50% including taxes. The first thing we need to do is to turn on this feature.

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Progress Invoicing section.
  3. Select the Create multiple partial invoices from a single estimate checkbox, then click Save and Done.

Once done, create an estimate for the full amount and save it. When it's time to invoice your customer, let's open the estimate. Click on the Create invoice button at the upper-right corner. On the pop-up, select the second radio-button, then enter 50% on the first box and select Create invoice.

You can now print or send it to your customer. You can also attach the estimate summary when sending the invoice so your customers can see the remaining balance.

 

We also have a report called Estimates Progress Invoicing Summary by Customer. You can search and pull up this report on the Reports tab. Use this for your guide to see the list of all estimates and the linked invoices.

 

This method is so simple. Tag my name anytime if you need more help. Wishing you all the best!

M
MPQ
October 7, 2020

Hi @AlexV  Or anyone who can assist.

 

Where it says "How much do you want to invoice"
where is the option to select qty rather than a dollar amount or %?

 

I.E i have an estimate/quote for 100 items.

 

I want to invoice for 37 items.

How do i quickly add invoice 37 items only?

 

Dont wish to grab a calculator to work it out. want it to be simple so any staff member can add this quickly to customer jobs.

 

Thanks

J
JonpriL
October 7, 2020

Hello @MPQ,

 

You can enter 37% on the box when creating an invoice from an estimate. Let me share a couple screenshots for your visual reference.

 

 

Additionally, here's an article you can read to learn more about converting an estimate to invoice: Convert an estimate into an invoice in QuickBooks Online.

 

Lastly, I've also included this helpful article for the steps about the different methods you can start in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments if you have any other concerns. Stay safe!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    February 20, 2020

    @djohndi06 

    As additional option, should you need more feature in your invoicing, explore this app to integrate with QBO. You may find something useful for your needs.

    http://get.practiceignition.com/quickbooks

     

    Hope it helps.

    Rustler
    Rustler
    February 20, 2020

    @djohndi06 

     

    IF, if you are asking how to invoice for one half the item total plus the full amount of sales tax (many states require this) - you can NOT do that using progress invoicing.  ie

     

    widget, qty 4, total price $568.00

    sale tax @ 8.25%, $46.86

    Total invoice, $614.86

     

    Progress invoicing will invoice (if you select 50%) $307.43

     

    What I think you want is

    item sale at 50%, 284

    sale tax, 46.86

    total partial invoice $330.86

     

    QB can not do this

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