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Partial invoice example for Public Relations

hi i'm margie romers-davis with crystal clear cash flow creator of the fast and easy way to quickbooks online pro advisor certification today we're going to be walking through one of the exercises from our advanced level course less section one lesson seven which is all about progress invoicing now progress invoicing is related to estimates um it allows you to um just send an invoice for part of the estimate over the period of time as the project's completed it's a it's a super useful tool and there are two exercises in this lesson um this particular exercise which is um creating a partial invoice from the drawer is optional it is um it's not the way you need to know how to do it for the test however it is the way you to do it probably you'll do it most often in real life so um but make sure you watch that other video and do the other exercise which is um creating the invoice from the or creating the invoice from the estimate um because that's really the the one that's on the test all right so but let's go ahead and um dive into this exercise um make sure that you have created the uh estimate so you have to do there's another video i'll link to it somewhere um if you haven't created the estimate you have to have it in order to create the estimator in order to create the invoice from that estimate make sure you have done that um and so make sure you've done that and then also if you would like a copy of this exercise or you'd like to find out more about our courses all that information is in the links below all right so let's take a look at our scenario this is part of a long series of estimates that we've gone through this whole stage of sending out the the estimate and now gavelbert photography has decided to go ahead with their outdoor background they have agreed to pay half the cost now and then the other half when the job is complete it's now time to send out the first invoice so that's the same scenario as the perfect as the as the previous exercise but we are going to do it in a different way than that previous exercise all right so first of all we're gonna head over to our sample company and uh and we because this uh is not already turned on in the sample company we have to go ahead and do that in account and settings if you uh i exited out and then went back in to create the new you know setup for this particular exercise if you're doing it right on the heels of the previous exercise you don't have to do this setting but you do have to set up another set up another estimate all right so in accounts and settings under the gear icon we're going to go to sales now at the time that i am recording this there is a little bit of a glitch in the sample company that is related to a new feature with quickbooks online that is industry benchmarking and um apparently they're i don't know doing something in uh in this sample company this is just one of the things that you have to accept about the sample company is that it's just never going to be perfect and there's always kind of weird things that pop up and uh looks like they're setting this up to be able to show you the industry benching uh benchmarking and that's why this is popping up um so if you get weird like this usually if you just um if you just refresh the screen that will clear it up so that's what i'm going to do right now and hopefully that will take that um weird list away and you can actually see what i'm doing all right so here we are back on the skills tab i'm going to scroll down here so you can see make sure it's up above my picture there we go um progress invoicing right here um it's already on um all right so it's already on so maybe i didn't exit out of the current of the current one anyway make sure that that is turned on uh before you go any further all right so the next thing that we're going to do is we're going to create an invoice for gavelbar photographer photography this is so much easier than the other way guys it's but the other way like i said is on the test all right so here we go for our customer i'm just gonna put gavelbar photography and when i do that dun dun there is my estimate that pops up in the drawer and all i have to do is um click add and it's going to pop up uh it's going to ask me how much of the estimate i want to put on and in my case i want 50 so i'm going to click copy to invoice oh it says copy to invoice my instructions say create invoice all right and so there we go now on my invoice you can see that i have 50 of all these things and automatically adjust that that's so much easier than the other way which is having to find the estimate create the estimate the invoice from there um but anyway both ways are fine both ways work but one of them is on the test and one of them is not all right so the next thing to do is just save and close all right if you found this exercise helpful make sure that you give it a thumbs up if you would like to be notified every time that we post exercises or other helpful tips about getting your pro advisor certification then make sure you subscribe and click the little bell and of course if you have any questions about this particular exercise or about our courses in general or if you have a suggestion on what else you would like to learn and get hands-on practice uh doing in the sample company in quickbooks online make sure you comment below and i will get back to you right away all right that's it for me i can't wait to hear your success story [Music]