Skip to main content
A
alesharomero
November 2, 2024
Question

The balance owed on an estimate used to show at the bottom. now its not showing, anyway to find out? I have invoices against the estimate but cant find the balance due.

  • November 2, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

K
KayePe
November 3, 2024

Viewing the balance owed on an estimate in QuickBooks Online (QBO) appears to be important for your business at this moment, Alesha. Let me share a couple of scenarios you might be referring to, along with the actions we can take to resolve them.

 

If you're referring to the total amount of your created invoices, simply head over to the Sales and Estimates section to see the amount of your created estimates. You can also see what's been invoiced and what's remaining in the Product or Service column once you click the Edit.

 

If you're having trouble viewing the total amount, it is a good idea to troubleshoot your browser. The browser's cache can become filled and cause issues when working your QuickBooks Online (QBO) account. I suggest running QBO in a private or incognito browsing mode to help your computer run optimally and regain some storage space to continue working seamlessly.

 

See these keyboard shortcuts to open a private window:

 

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

 

If it's now working, check out this article for a step-by-step process to clearing your cache: Clear cache and cookies to fix issues when using QuickBooks Online. Alternatively, you can switch to other supported browsers.

 

But if you're looking to view the estimate summary when creating an invoice from your estimates, you can easily enable the Estimate Summary feature in your invoice template. Once this feature is enabled, you'll be able to view both the total of the estimate and the total of the invoice you've created. This way, you can have a clear overview and manage your invoices with ease.

 

You can see the attached photo for a reference:

 

On the other hand, you can generate an Estimates and Progress Invoicing Summary by Customer report, which will provide insights into pending and invoiced estimates. For detailed guidance on how to pull up this report, please refer to this article: Run a report in QuickBooks Online

 

If you have more questions about the balance owed on an estimate or if you're considering something else, please feel free to share any additional details. I'm here to assist with any concerns you might have, Alesha.

TS Delaney
TS Delaney
December 17, 2024

Hi @KayePe This estimate view is exactly what we need but we also need to provide it to the client so they can see what has been invoiced by line against the estimate.  When I go to print it, the details disappear and it's the original estimate.  How do I show the client what they have been invoiced for against the original estimate?

 

Thank you,

Liann 

E
Erika_K
December 17, 2024

Thanks for getting back to us, TS Delaney. I am eager to collaborate closely to ensure that your client can clearly and effectively present the invoicing details to their clients. Let's make this process seamless and transparent for everyone involved.

 

Once you've enabled the Estimate summary option on your invoice template, you'll also need to activate the Show Progress on Line Items feature. This way, your clients can see what has been invoiced by line against the estimate. Let me guide you through the steps on how to set this up:

 

  1. Go to Custom form styles, and click the invoice template you created.
  2. Choose the Content tab and the center section.
  3. Hit Show more activity options.
  4. Check the Show progress on line items box.
  5. Then, click Done.

 

Afterward, you'll need to choose the invoice template with the customization options you enabled when recording your invoices. Here's how:

 

  1. From the Invoice window, select the Design tab.
  2. Choose the template you created. 
  3. Hit Print and download. A new window opens, check the relevant details.
  4. Once everything is in order, click the Print icon.

 

Alternatively, if you want to automatically apply this template to future invoices, set it as your default template. To do this, navigate to the Custom form style menu, click the dropdown menu on the specific template, and choose Make default.

 

Lastly, here are some articles you can refer to for more information on how to receive customer payments and accurately record customer refunds:

 

 

Finally, I want to make sure you have access to all the support you need. In this case, I’d like to introduce QuickBooks Live Expert Assisted. This service connects you with certified QuickBooks professionals who can help improve your financial management. Through one-on-one video chats, these experts provide personalized guidance on managing sales activities and bookkeeping best practices.

 

With QuickBooks Live Expert Assisted, you can streamline your processes and gain confidence in handling your business finances. Whether you have specific accounting questions or need general advice, this service is designed to assist you in successfully navigating QuickBooks and enhancing your financial management skills.

 

Have sales-related questions or need strategic insights? Drop your queries in the comments, and I'll provide a comprehensive, personalized response to support your business objectives.

Terms & ConditionsAccessibility statement