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Trufence
October 8, 2023
Question

The updated style of estimate and invoicing does not support progress invoicing. QBO does not recognize that I sent a partial invoice for an estimate. How to fix?

  • October 8, 2023
  • 2 replies
  • 0 views
Now that QBO updated to the new style of estimate and invoicing I can not get it it to do progress invoicing. I sent a partial invoice for an estimate that I sent. Now that it updated it will not let me invoice for the remaining total of estimate.  It only let's me invoice for the full estimate amount.  Please help.

    2 replies

    G
    GebelAlainaM
    October 8, 2023

    Hello there, @Trufence. It's our pleasure to share further information about creating progress invoicing for the new estimate and invoice layout in QuickBooks Online (QBO).

     

    We understand the importance of managing progress invoicing for the new layout in the program without issues. That way, you can split an estimate into as many invoices as you need. Instead of asking for full payment at the beginning of a project, you can invoice customers for partial payments. However, the option is unavailable yet for the new estimate and invoice layout.

     

    As a workaround, you may want to switch to the old layout to continue managing your progress invoicing. Although, please be aware that it's possible that once you switch to the old preference, you're unable to switch to the new one. To learn more about the new experience, consider checking out this article: See what’s new with estimates and invoices in QuickBooks Online.

     

    Additionally, you can refer to this article for more details about managing progress invoices and other sales forms in QuickBooks:

     

     

    Keep us posted if you still have questions or concerns about managing your QBO account. We will be right back to answer them. Stay safe, Trufence!

    T
    TrufenceAuthor
    October 8, 2023

    I see no option to switch back to the old layout. How do I do that?

      B
      bvstone
      October 8, 2023

      There is no option now to switch back.  The "new" invoicing was forced on us.. and WAY before it was ready for prime time.  There are so many issues with it, it's like a 5 year old programmed it not understand business at all.

       

      Other issues you will run across.. like description not showing up in the item selection, unable to edit Bill To and Ship To addresses on an invoice level, no subtotals...  SO frustrating. 

        Q
        Qwertyqwerty
        October 18, 2023

        Does not work even if we switch back to the old layout. This is totally unacceptable. It's keeping me from collecting progress payments. This needs to be remedied immediately. You all are screwing around with your beta programming and it's affecting people's lives in real time. Please fix it now.

          R
          ReymondO
          October 18, 2023

          Thank you for joining the conversation, @Qwertyqwerty.

           

          I understand the importance of having these functions in QuickBooks, especially when it comes to collecting customer payments. Let me share with you some steps to address the issue and complete your task in the program.

           

          Before we start, can you tell us if you get any specific error messages while doing progress invoicing in the old layout? This way, I could check if there are any similar concerns posted in our forum and provide you with the appropriate fix. 

           

          In the meantime, let's perform some troubleshooting steps to address the issue. To start, open your account in a private window. Doing this will help us check if the problem is related to a cache issue and resolve it. Simply press the following shortcut keys to open this mode:
           

          • Ctrl + Shift + N (Google Chrome).
          • Ctrl + Shift + P (Firefox ).
          • Control + Option + P (Safari).

           

          If it works, let's clear your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers to be thorough.

           

          With regard to your concern about the new updates with invoices and estimates, I'd suggest sending feedback to our developers. This will allow them to review your suggestions and potentially include them in future updates.

           

          You can also track feature requests through the QuickBooks Online Feature Requests website.

           

          I'm also adding this article to help track all the open and progress invoices that are due on a particular date range: Report of invoices that are due on a specific day.

           

          If you have any further questions about the Progress Invoicing feature, please don't hesitate to leave a comment below. I'll be available to assist you.

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