Stage payments

Sending stage invoices in QuickBooks Online (QBO) is easy, @Elliotts Property Renovations.

I’d be glad to walk you through the steps. First, let’s turn on the progress invoicing feature. This lets you split an estimate into as many invoices as you need. Let me show you how.

1. Go to the Gear icon.
2. Select Account and settings.
3. Click the Sales tab.
4. In the Progress Invoicing section, select Edit.
5. Select the Create multiple partial invoices from a single estimate checkbox.
6. Then clicks Save and Done.

Then to create progress invoices from the estimate:

1. Go to the Sales menu.
2. Select the Customers tab.
3. Locate and select your preferred customer.
4. From the Transaction List tab, locate and select the Estimate or click the Create Invoice link.
5. Click Create Invoice and choose the Remaining total of all lines and select Create invoice.
6. Select the line item and adjust the amount from the DUE column.
7. Once done, click Save and send or Save and close.

You can also see this link for more details: Set up and send progress invoices in QuickBooks Online.

Let me also add this link that you can read for reference in case you need to refund your customer: Record a customer refund in QuickBooks Online.

I’ll be around if you have other concerns or questions about estimates and invoices. It’s always my pleasure to help and keep you in working order. Have an awesome day ahead!