Why does my progress invoicing keep getting turned off?

Hello there,

I appreciate you for being detailed about your concern and for sharing your specific process. Allow me to provide you with some information that can help you get back on track.

Before anything else, I'd like to know if you're using the new estimate and invoice layout. This is because progress invoicing is currently unavailable in the new experience. As a workaround, I suggest switching back to the old layout. 

Here's how to return to the old layout:

1. Open the Invoice.
2. Click the Old layout button.
3. Select Switch layout.
4. Then, Leave and submit.

Additionally, some users don't have the option to click the Old layout button. In that case, we can perform some troubleshooting steps. A cache-related issue may be causing issues with the browser. First, open a private browser to log in to your QuickBooks Online (QBO) account.

Below are the shortcut keys you can use:

•  Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift +N

Once signed in, check if you can switch back to the old layout or create a progress invoice again. If this works, you can clear your browser's cache and cookies to ensure the web pages are loading correctly. If the same thing happens, you can use supported browsers. It might be that the current one you're using has a temporary issue with the program. 

Please feel free to leave a reply if you have further questions about progress invoicing in QBO. I'm just one post away to help you out.

We appreciate you joining the thread, @SkyJeff.

Please know we see the urgency of this matter and that we want to ensure you can get through this and continue to utilize the progress invoice feature inside QuickBooks Online (QBO). If you're using the new invoice experience, please know that the option to do so is unavailable. 

Also, we'd like to ask if you've already tried the troubleshooting steps provided by the previous representative. If you've already tried the suggestions provided by our colleague and the issue persists, we'd recommend contacting our Customer Care Team once again so they can conduct further investigation to determine the root cause of this problem. We'll write down the steps to get you going:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

See this page for more details: QuickBooks Online Support.

In addition, you can visit these articles to help you manage invoice payments, create personalized sales forms, and keep track of your transactions inside the program:

• Record invoice payments in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Run reports in QuickBooks Online.

@SkyJeff, please feel free to inform us about how it goes. The Community space is always ready to provide further assistance to address this situation on time. We can also help you if you have tasks you'd like to accomplish inside QuickBooks. Stay safe!

I see that having the progress invoicing would benefit you, cecelectric.

This feature is available to all QuickBooks Online (QBO) versions if you're using the old layout. Please ensure that you have enabled progress invoicing in your account to use it.

Since you're still experiencing issues using the old one, let's use a private browser to rule out any browser-related issues. Here are the keyboard shortcuts:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Once you can do progress invoicing in incognito, return to your regular browser. Then, clear your cache to refresh website preferences and remove temporary files that may interfere with QBO. 

Moreover, you can set up and send automatic invoice reminders in QBO, which saves you the hassle of manually tracking due dates.

You're always welcome to reach out again if you need further assistance or clarification regarding progress invoicing. Just type in your response by tapping the reply button below.

This workaround worked for me:

Go to any invoice and switch to 'Old Layout'

Then go back to setting and re enable and save progressive invoicing.

The system will now prompt you to make the progressive invoice and work.

You can keep it on the old layout, or switch it back. I would note that in my scenario, it was a 25% down and then a final bill so I just made both invoices before switching back. It looks like it is a bug in the new layout.

I see how useful it would be to have the progress invoicing feature on your end and recognize your effort in contacting our live support, @bobrrc. 

Currently, the updated QuickBooks Online (QBO) invoice doesn't support progress invoicing. However, if you're using the old one, I'd like to know if you encounter any error messages.

On top of that, since you mentioned that you migrated from QuickBooks Desktop (QBDT) to QBO, please know the estimates used for progress invoicing won't link to the invoices you created in QBDT. You can read more of this here: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

For future reference, you might want to send reminders to your customers about their invoices due automatically, check this article: Send invoice reminders automatically or manually in QuickBooks Online.

Feel free to return here if you have additional questions about managing your invoices. I'll be willing to help. Keep safe.