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Progress billing sample for Sales

in this video tutorial you will learn how to use QuickBooks Online progress invoicing feature progress and voicing enables customers particularly those with project based businesses to invoice in installments across the lifetime of a project while automatically tracking how much has been paid and how much is still owed let's start by first turning on the progress invoicing feature let's click the gear icon on the right side of the screen select account and settings from the left menu we'll select sales from here we locate the progress invoicing feature and click the pencil icon to access the feature we need to select create multiple partial invoices from a single estimate and then click Save now the feature is turned on let's close out of here and take a look at an existing estimate note that this feature works with all the unbuilt estimates whether they are created before or after it is turned on from our QBO dashboard we'll click sales from the left menu options here we have an estimate for a project you can either click on the estimate to access the estimate details or you can click create invoice to access the progress invoicing feature we're going to close out of this and access the details of the estimate so we can look at the functionality of this feature let's click on the estimate to open it up clicking create invoice displays the same options for progress invoicing that we saw from the other page you can see we can build the total amount of all lines a percentage of each line or a custom amount for each line an important call out is that no matter which progress invoicing approach you select once the invoice is created it is editable by line item and percentage we must pick one method to demonstrate the full functionality so let's walk through the percentage amount option by clicking the radial and entering 50 percent as our amount per line click create invoice and we see that the invoice is created for fifty percent of each line item each line item can be edited by clicking anywhere on the line to modify the line item amount from the do column drop-down option select either percent or amount enter your desired percent or amount next click anywhere outside the line item for it to apply you can also remove an item from the invoice if it isn't something you want to bill at the time of invoicing click the trash icon and it is removed from the invoice yet remains on the original estimate for future invoicing as previously mentioned these functions operate the same way when creating a progress invoice for the total amount or for custom amounts the amount column indicates the amount owed on a particular invoice per line item by clicking the link icon to the right we see a quick view of the original estimate what has been billed and what is still owed there is another way to get quick and more detailed information from the original estimate notice in the upper left corner there is a hyperlink that says one linked transaction clicking the hyperlink shows you the estimate associated with this invoice if we click estimate we can see the original estimate the estimate total reflects the invoiced and owed amounts again in the upper left corner of the estimate you can see a hyperlink that links you to the associated invoices clicking either invoice shows the detail amount invoiced and allows you to enter payments from that page the final step is to click Save the new invoice is created with the precise amounts you want for each line item this completes our walkthrough of the QuickBooks Online progress invoicing feature