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Is progress invoicing available in quickbooks online simple start?

Forum|Forum|3 years ago
August 5, 2022
1 reply
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I have turned the setting ON for progress invoicing, saved it, then it gets turned OFF immediately and I'm unable to progress invoice. I'm wondering if it's related to my subscription or if it's a different issue?

QuickBooks Online

Best answer by kevinmaz

Hi, @kevinmaz.

I appreciate you trying the steps I've provided to fix the issue.

Since the troubleshooting didn't work, I recommend reaching out to our QuickBooks Care Team. An agent will be able to do a screen-share with you to verify the root cause of the issue.

You can follow these steps to contact us:

Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
When asked by the bot, enter "Progress invoicing turn off".
Select I still need a human, then proceed with Contact us or Get help from a human.
Choose either Chat or Callback.

You can open this link for the support business hours so you can reach out to them at your most convenient time.

For additional references about managing invoices and payments in QuickBooks, check out these articles:

As always, feel free to read the topics from our help articles in case you need tips and related links while working with QuickBooks in the future.

Let me know in the comment section if you have further concerns regarding progress invoicing in QBO. I'll be more than happy to help. Have a nice day!

For anyone that's experiencing this issue, I chatted with QuickBooks Support and she did a screen share with me. She told me to try the "old version" of the invoice. (There was a button for this above the top right of the invoice). I switched to the old version, and checked in settings that my progress invoicing was still showing as "ON". Then I went and tried converting an estimate to an invoice and with the old version, there's a field in the middle of each line item in which a dollar amount or percentage can be selected to create an invoice line item that is not 100% of the estimate's line item. This was what I needed. The Support rep didn't have an answer as to why the new version wasn't working correctly, but at least now I can create a 50% progress invoice from my estimate... (using the "old version" of QuickBooks Online Invoicing).

A

AbegailS_

Hello there, @kevinmaz.

I'm here to help you fix the issue that you have with progress invoicing.

Progress invoicing is supported in QuickBooks Online Simple Start. Let's perform some basic troubleshooting procedures to verify if this is a browser issue. When a cache is kept for a long time, it can cause the browser to behave strangely.

To start with, open your QBO company using an incognito page. Check out these keyboard shortcuts to open it:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

Once done turn on the progress invoicing feature then you'll have to clear your regular browser cache. This will prevent unusual behavior in the browser.

To learn more about progress invoicing, check out the Set up and send progress invoices in QuickBooks Online article.

Visit our Invoices and payments page for more insights about managing your sales transactions.

Please know that I'll always be here to help you if you have any other QuickBooks or Progress Invoicing concerns, just add a post/comment below. Have a good one!

K

kevinmazAuthor

Hi Abegail. Thanks so much for replying... I'm glad to read that progress invoicing is supported in QBO Simple Start!

I've followed the steps you've recommended regarding clearing my browser and that hasn't solved my situation: 1) I've gone into Account and Settings and turned "On" the Progress Invoicing feature, Saved my changes, then hit Done. (I've even gone back in and verified that Progress Invoicing still says "On".)

2) I've gone to my Estimate, clicked Convert to Invoice and I don't get the screen that asks what % or Amount do I want to use for this Invoice, I just get an Invoice at 100% of the Estimate's value.

3) Then when I go back to Account and Settings, Progress Invoicing is "Off" again.

I'm not sure why that's happening. Do you have any other suggestions as we troubleshoot the issue? It must be something besides the browser cache subject?

Thank you for your time and assistance!

A