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Introduce Progress Invoicing

Be able to bill out fractions or amounts of a Job or Project to an Invoice.

While we are looking at this feature, workarounds currently include:

1. You can use the Balance Forward Statement to show the original invoice, any payments made, and the remaining balance. The steps are given in knowledgebase article:

https://community.intuit.com/articles/1145736-all-about-statements

2. You can create a separate invoice for each stage of the job. These invoices can be created in advance to equal the total amount of the job by using a recurring template.

For instructions on recurring templates, see knowledgebase article: https://community.intuit.com/articles/1442437-create-a-recurring-template

Thank you

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    JenJen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  QBO TeamAdminQBO Team (Admin, QuickBooks Online) responded  · 

    Thanks for telling the QuickBooks team you’d like to see progress invoicing supported in QuickBooks Online. We are taking a look at what it would take to add this feature now.

    605 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I would really like to see progressive invoicing. If you had this our company would be able to switch to Quickbooks Online. We invoice customers on a percent complete of each job and need to show on the invoice the percentage already invoiced, current invoice. Please let me know if this is something you think you will be offering in the near future

      • Anonymous commented  ·   ·  Flag as inappropriate

        Need to be able to create progress invoice direct from estimate as desk top version

      • Paige CulverPaige Culver commented  ·   ·  Flag as inappropriate

        The problem with option 1: If I do this and invoice my customer, they will see the TOTAL balance due of their pledge. I want to be able to invoice just for the installment due for their pledge. Seeing a big scary balance on an invoice when the total amount is not due is unnecessary and and unnerving to our members.

        The problem with option 2: If I do it this way but then want to run a customer balance detail report for my member they don't see their total initial pledge... the system shows several small pledges which is confusing.

      • Paige CulverPaige Culver commented  ·   ·  Flag as inappropriate

        This feature MUST be added and as soon as possible. ESPECIALLY for a non-profit like ours. I have the non-profit platform but a pledge is treated exactly the same as a billable product or service. Our members make large "pledges" and they are invoiced over a period of time until their pledge is fulfilled. I can't use the system the way I need to and I paid for a YEAR. I need to be able to enter a pledge and invoice in yearly "installments" made toward the balance of their pledge. It is silly that this isn't already an option as we live in a world where customer service is top priority and even a traditional business needs to be able to set up a "payment plan" through their QB platform. Please do this ASAP!!!!

      • Spencer ArnettSpencer Arnett commented  ·   ·  Flag as inappropriate

        Add Quickbooks Online Contractor's Edition and add a Memorized Report that shows per Job- the Estimate of a Job, the Progress Invoice Billings, the Retention amounts accrued from each Progress Invoice, and the Total. Tutorial on Job Costing- how to input data correctly into Quickbooks to Job Cost most effectively.

      • Anonymous commented  ·   ·  Flag as inappropriate

        this is a vary important for us as contractors we have to submit at least 3 invoices pre project.
        Thx

      • Anonymous commented  ·   ·  Flag as inappropriate

        2. I would like to create multiple Invoices from an Estimate I created outside of QuickBooks Online- e.g., Word, Excel, Outlook, etc.
        The answer to the question by email. Option 2.

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