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M
Muhammed 12
October 13, 2021
Question

Is there a way to request a 50% down payment during the conversion of estimate to invoice versus invoicing the total job cost?

  • October 13, 2021
  • 2 replies
  • 0 views
When pressing “convert to invoice” a box would pop up asking if I wanted to invoice the entire job or is I wanted to request “50% of all line items” and I used that to get a 50% down payment before the job. Now the box doesn’t pop up and I don’t see where I can request only 50%. How can I get it back?

2 replies

Rose-A
Rose-A
October 13, 2021

Good day, Muhammed. Let's get this sorted out.

 

You might want to ensure your Progress Invoicing option is enabled. Here's how:

 

  1. Click the Gear icon at the top menu bar, then choose Account and Settings.
  2. Go to Sales, scroll down and enable the option for Progress Invoicing.
  3. Hit Save and Done.

 

Once enabled, the box should show up when converting your estimates to invoices.
 

 

You can scan through the resource below. This will provide you tips about how the progress invoicing feature works: Set up and send progress invoices in QuickBooks Online.

 

 

I want to be your main point of contact, so please let me know if you have any other concerns or questions. Please know I'm ready to assist further. Have a good one.

Rose-A
Rose-A
October 14, 2021

Hi, Muhammed.

 

Hope you're doing great. I wanted to see how everything is going about converting estimates into invoices. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

siliconcityproplan
siliconcityproplan
May 31, 2024

I don't understand why this is so hard to grasp. It seems reasonable to suppose that a sizable portion of your users who create items for others do so with down payments. Please find a solution for this.

 

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