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frederic1
January 6, 2019
Question

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

  • January 6, 2019
  • 4 replies
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Original commenter did not share additional details

    4 replies

    A
    Anonymous
    January 7, 2019

    Hi frederic1,

     

    Is your Progress Invoicing feature turned on? If so, that's the reason why you can't change the quantity of the items when converting estimates to invoices. You can either turn it off or edit the quantity on estimate. This way, the system will allow you to change the item details when making invoices.

     

    Let me know if you need anything else. Thank you!

     

    P
    pamvanart
    April 28, 2021

    Progress invoicing is 'ON' but I still can't change the quantity??
    Every other field can be changed except the "quantity"!
    :(

    Kristine Mae
    Kristine Mae
    April 28, 2021

    I'll add a few details, Pamvanart.

     

    You can only change the percentage and amount once you convert an estimate or create a progress invoicing. You may want to follow GarlynGay's suggestion at the top.

     

    Let me include this article to help you manage your progress invoices: Set up and send progress invoices in QuickBooks Online.

     

    The Community is open 24/7. Feel free to visit us if you have other concerns. Keep safe!

    J
    jdanzig
    January 12, 2022

    Was anyone able to figure out how to change the quantities from estimate to invoice?  I see that all the answers listed to the above questions really do not answer the question or show you where to find the answer.  Can't they just give us a straight answer on this????  UGH, QB you drive me crazy with your lack of communication and customer service.

     

    Please advise if anyone out there found teh answer.

      A
      Avery Moss
      March 5, 2024

      I know this is an older thread, but I wanted to share this anyway in case anyone is having difficulties with this.

       

      You can't change the quantity itself, but there are a couple ways to work around this without having to go back and change the estimate. 

       

      In the 'Due' column, you can choose to invoice for a percentage or amount of the total that was in the quote. 

       

       If you choose percentage, you can type any percentage of that number, and the quantity and amount columns will auto populate to reflect that change. For example, if you quoted a quantity of 1 at $100, you could invoice for a quantity of 2 at $100 by entering 200%. The quantity will change to 2 and the amount will change to $200.

       

        If you choose amount, you can enter what you need the total to be, and the quantity and amount columns will also change. Using the same numbers as the above example, if you quoted a quantity of 1 at $100 and need to invoice for 2 at $100, enter $200 as the amount and the quantity will change to 2.  

       

      The rate column will remain the same using both of these methods, the only things that will change as you alter the 'Due' column are the quantity and amount. It will work if you need to invoice for a lower or higher quantity than you quoted. 

      B
      Big Time Toys
      February 25, 2025

      Okay, here is what I want to be able to do.  When we ship part of a customer's order (say 700 out of 1000 units), I want to be able to partially invoice the customer based on what we shipped, and then later be able to invoice the remaining 300 units when those are shipped.  This is similar to the way I create bills from purchase orders.  Why can't I do this with invoicing?

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