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Customize invoice for Planning

let's talk about estimates and progress in voicing so perhaps you have a business where you create an estimate present it to your customer they accept the estimate and then agree to paying for the job as it is completed so paying a part of the estimate as work is completed this is called a progress invoice you can also create estimates and create a 100 percent invoice when all the work is completed if you don't want to use progress then voicing first let's look at creating an estimate so under the plus new and under customers we're going to create estimate the estimate form looks much like the invoice or sales receipt form we're in as much we choose a customer choose the date we're creating the estimate choose the date that the estimate will expire this may be very important in your business so don't miss that in expiration date and this form has a particular field for crew may be specific to this QuickBooks Online sample company file you may not have that on yours under product service we're going to what we will be doing for the customer and the rate will be charging the customer so let's say we're going to do this installation for fifteen hundred dollars and we can save and send or save and close or print however you would like to get this estimate to your customer for now I'm just going to say save and close now we have an estimate for this customer the day will come when we need to invoice the customer so if we go to our customer list click on the customer name to open up all the transactions for this customer open up the estimate and we can create an invoice by clicking the create invoice button that is now there since we saved this estimate now at this point it pre-filled with the entire estimate to be billed on one invoice which you could do save and close and be done with it but perhaps you would prefer to just create an invoice for part of this so I'm going to cancel this and leave without saving so in order to create progress invoicing the first thing you may need to check is your account and settings so in the gear account in settings here we're going to click sales and then scroll down and you can see for this company progress invoicing is turned off so I'm going to click the edit click it to turn it on save it and done now back to the estimate and now we have this pop-up screen that asks how much would we like to invoice we can invoice for 50 of each line or put in a custom amount for each line so if you're agreement with your customer is that you charge a certain percentage of each line as you go maybe 25 percent of the job when 25 is completed or 50 when 50 is completed then this would work or perhaps your agreement is something different than that and you want to just over type how much you're going to charge on this one so I'm going to say 250 dollars sorry clicking the wrong box and then save and close or save and send whichever the case may be best for you so that's how you create estimates and then turn the estimate to an invoice and then also how you can create a progress invoice so back to our estimate here create invoice and you can see the screen that we have already invoiced to 250 dollars and so now we can invoice more or the remaining and that is creating estimates invoices and progress invoices