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arkvalleyinfo
Dec 11, 2018 5:25 AM UTC
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Is there a way to enter a contract with the total amount and then bill from that contract?

I work for a company that has a base contract amount and we want to bill from that contract and add change orders as needed.  How can I do that or do I need a new QB module to do this?

NOT MY USER ID
NOT MY USER IDAnswer
Dec 11, 2018 5:25 AM UTC

It's called Progress Invoicing.  You first create an estimate, then bill from it.  F1 in QB to open Help, search for Progress Invoicing for details.  (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)

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8 replies

NOT MY USER ID
NOT MY USER IDAnswer
Dec 11, 2018 5:25 AM UTC

It's called Progress Invoicing.  You first create an estimate, then bill from it.  F1 in QB to open Help, search for Progress Invoicing for details.  (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)

    Anonymous
    Dec 21, 2018 2:15 AM UTC

    Under Quickbooks 2016 Preferences, there is no Jobs & Estimates preference to turn on.  Please see the attached screen shot and advise.  Thank you, Scott

    Anonymous
    Dec 21, 2018 8:07 AM UTC

    Hi Scott,

     

    I hope you're having a good day. 

     

    The Progress Invoicing window for QuickBooks for Mac is found in Sales & Invoicing.

    1. Open your QuickBooks for Mac again.
    2. Go to Preferences.
    3. Click on Sales & Invoicing.
    4. Check in the box to the left of Customer and/or job estimates are prepared, and I want to create progress invoices from estimates.
    5. Close the window. 

    Please let us know if you have any questions. 

     

    KhimG
    Dec 12, 2018 4:30 PM UTC

    Original answer by @Lexiesmemere

     

    It's called Progress Invoicing.  You first create an estimate, then bill from it.  F1 in QB to open Help, search for Progress Invoicing for details.  (Be sure to turn it on in Preferences > Jobs & Estimates > Company Preferences.)

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