//Progress Invoicing in QuickBooks Online

Progress Invoicing in QuickBooks Online

Let’s say you need to to create and send out an invoice with 3 phases as such:
Phase 1: $5000
Phase 2: $3000
Phase 3: $1000

The workflow would be to:

  1. Create Estimate (Proposal)
  2. Accepted Estimate and converted to an Invoice
  3. Custom amounts for product/service items on Invoice

 

Reports:

You can run the “Estimates & Progress Invoicing Summary by Customer” report to see how much the balance is left from the original estimate.

 

 

By | 2018-11-19T21:05:56+00:00 November 19th, 2018|QuickBooks|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

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