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February 5, 2021
Question

I am using progressive invoicing and would like the invoice to show prior invoiced per line item. So 25% has been invoiced, 30% is now due, 45% remains.Is this possible?

  • February 5, 2021
  • 1 reply
  • 0 views
I see where I can request 30% due per line item in my estimate. However, my clients would like to see how much they have been invoiced previously per item. Currently, the summary only shows how much the full prior invoiced amounts were. Any help?

1 reply

MariaSoledadG
February 5, 2021

Progress invoicing keeps your payments organize and connected from start to finish, sarahkuchar.

 

You'll want to export the Estimates & Progress Invoicing Summary by Customer Report. Then from there, manually enter the information in your spreadsheet to keep track of how much they have been previously invoiced.

 

Furthermore, here's how to export the report to your excel file.

  1. Click Reports and select Estimates & Progress Invoicing Summary by Customer Report.
  2. Click the Export icon.
  3. Select Export to Excel.estimates & progress1.png
  4. From there, you can now add the information that you want to keep track of information. 

In the meantime, this is how progress invoicing works in QuickBooks online

 

Once transactions are being downloaded, you can add and match them on what you entered in QuickBooks. 

 

Fill me in if you need further assistance with your invoices. Remember, we're here to help you anytime.

February 16, 2021

I don't think this solves my problem.  I understand how much I have invoiced my clients but they do not.  They would like the see percentages showing how much I have billed for each estimate, not just current percentages.  Does that make sense?

February 16, 2021

Thank you for getting back to us and providing clarification on your concern, @sarahkuchar.

 

At this time, only the current percentage due of the amount will show when you invoice customers using progress invoicing. As a workaround, you can consider entering a memo on the invoice to let your customer know the prior percentage you have invoiced to them and the remaining percent. I've attached a screenshot below for your visual reference.

I'm also adding this article to learn more about progress invoicing: Set up and send progress invoices in QuickBooks Online.

 

I'm still open to your replies if you need further help with progress invoicing. I'll be standing by for your response. Have a great day!