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kaurharpreet7766
December 7, 2023
Question

How can I create partial invoice

  • December 7, 2023
  • 2 replies
  • 0 views
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2 replies

A
Alex M
December 7, 2023

Hi there kaurharpreet7766,

 

It's vital that all your transactions are correctly entered for your books to be well balanced. QuickBooks Online is a great tool able to help you create and send invoices to your clients so they know the amount owed for your services. I can provide some information about invoices.

 

In QuickBooks online, there isn't a way to create partial invoices, but you can create two separate invoices for your customer to include divide up amounts owed at different times.

 

If you have any other questions, feel free to reach out here.

A
AdminAndrea
December 8, 2023

If you have set up Progress invoicing you can create a Estimate for the entire order and then create an invoice for the portion that you want to invoice.  

 

If you don't have Progress Invoicing set up then you'll need to create two invoices, and reference the other invoice so that you and your customer know they are related to the order.  

S
smmadmin
August 19, 2024

My company has decided we are no longer going to use progress invoicing.

 

The company wants to create ONE invoice, and first bill the customer for 25% of that amount, and then a week later bill the same customer for the remaining 75% of the ONE original invoice. I understand in QBO this is not possible.

 

Therefore, I'm fine creating one invoice for the 25%, and a second invoice for 75%, but the customer still wants to see the original invoice where their whole order is listed. Question 1: How do I send this to the customer and tell them not to pay it? I suppose have to download a PDF and manually send it as an attachment in a personal email every time? Wow, I'm not thrilled. 

 

Question 2: After I create the first invoice for 25%, send it to them online and they pay it, then do the same thing with the 2nd invoice (for 75%) (send to the customer to pay online), I will have 2 paid invoices -- This is fine.

 

However (Question 3) then what do I do with the original invoice?? Since I can't apply either of the payments the customer made to the original, do I then just VOID the original???????

 

And in doing that, (Question 4) will that wipe out all of the line item descriptions and prices I originally sent to the customer??????

J
JamesM4
August 19, 2024

Hello smmadmin. Thanks for chiming in on this thread. To answer question one, I recommend using the workaround you've mentioned above. I can see the benefit if being able to do it all in product and I encourage you to send feedback about it tour engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. Otherwise, for the remainder of the questions, are you creating separate invoices for each of the percentages you've mentioned? 

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