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:
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 so much for sharing your feedback that you’d like to see progress invoicing in QuickBooks Online. We’ve assigned a team to develop this feature and they are picking up work now so stay tuned for updates. Your feedback helps us prioritize what to do next. Thanks for your patience and please keep the feedback coming!
I Really want to upgrade to QBO but progress invoicing is a must!!
is it coming ant time soon? or do I need to look at other software.
I am using QB Pro 2012 at the moment and to be able to replicate this online would be ideal.
Seems like progress invoicing should be a no brainer. Let's get this done, Intuit.
Kevin M commented
I need progress invoicing or a clean work around. Just voicing my vote.
Online Plus needs the Customer Sales Order function badly for progress invoicing of large customer projects.
On Desktop, we would enter a large Customer's PO (Our Sales Order) and it might have, say, 3 lines such as:
First line : qty 10 days work at £500 per day on "phase 1 Investigation"
Second line: Qty 5 days "Phase 2 Design" @ £500
Third line : Qty 20 days "Phase 3 Implementation" @ £500.
Then there might be several invoices:
First invoice: 6 days on "Phase 1 Investigation".
Second invoice: remaining 4 days Phase 1 Investigation" & 3 days on "Phase 2 Design"
Third invoice : Remaining 2 days on "Phase 2 Design"
Fourth invoice : 15 days on "Phase 3 Implementation"
Fifth Invoice : remaining 5 days on "Phase 3 Implementation"
At each stage we want to be able to
a) check what has been invoiced against this Customer SO
b) run a report to see what is left to bill on this Customer SO.
This ensures that the project is correctly re-billed.
Using 'Estimates' does not work. Once you try to create an invoice from an Estimate (even when you change the qty on a line) the Estimate is marked as 'invoiced', so there is no history or unbilled balance remaining.
Come on Intuit ! See some sense please, and cater for small businesses that are project based !
Having upgraded from Desktop, I am now having to create, and constantly change, and manually control many estimates in order to mimic your desktop offering.
Any plans to bring this in sometime soon?
John Conquest commented
I am an Engineer and invoice the same way.
John Conquest commented
I enjoyed this option on the desktop feature and it is a nuisance to use work around options.
This feature is crucial with job costing and planning in the construction where we are constantly billing for percentages of work completed or to request a draw for materials, especially when there are more than a couple jobs per client. Quickbooks online is used widely in the construction industry because most work is done in the field on tablets and cell phones where QB's online is necessary.
2 years running. Time to move to another accounting system.
The workarounds are messy and not OK. QBO needs to implement a legit progress billing feature as this process is an integral part of many businesses. Any idea when this will happen? Meanwhile I'll go back to desktop.
Zachary Bennett commented
Zachary: Our clients sign a contract for a large amount and then pay a deposit amount followed by monthly amounts that are then taken from the larger contract amount. How do I set up in Quickbooks online so that we, and the client, can see the total amount still due on the contract with each invoice?
QBOA - Leah H: Well, the only way to see the 'amount due' would be to create an invoice for the total amount due... and then pay it off little by little... it will show the amount due as you pay it down
Zachary: really? there is no way to go off of an estimate?
Zachary: I just want to be able to keep track of it as a running balance even if its internally
QBOA - Leah H: no, because an estimate is considered non posting
QBOA - Leah H: The only way to 'track' it would be an invoice
Zachary: Why is this sort of progress billing not available?
QBOA - Leah H: Its not a feature available in QBO at this time. :(
Zachary: :( is it coming? I can't believe I'm the only business that runs this way
QBOA - Leah H: At this time, progress invoicing would be a feedback request for QBO
Zachary: do i need to formally put in that request somewhere?
QBOA - Leah H: i have a website... give me just a moment please
QBOA - Leah H: click here, it DOES look like someone has submitted it as a feature :)
QBOA - Leah H: feature request
James Nielson commented
Progress invoicing is absolutely critical!!! I am at the beginning of my 30 day trial and if this feature isn't added I will have to stay with the desktop. Please make this happen ASAP
Archers Electric Service Co commented
Bid jobs need to be able to be billed out at percentages. It does NOT look professional the way we have to bill it out at this time. Add this option. We pay monthly for this service and it should be as good as the program you can buy at at one time fee.
We need to be able to customize the statements like the invoices and estimates.
We need a better way to track jobs other than as a sub-customer
Need to be able to do progress billings
Need to be able to add the invoice number to the subject line of the email as a template or standard for each email.
Add a pay now feature to PDF copies of invoices
Not having the progressive invoicing is a major nuisance. If this isn't fixed before this years subscription is up I'll go back to desktop.
Progress invoicing would be a really nice thing to have. We need two payments for almost every estimate/invoice job we do so it sucks using the workarounds.
Sales orders with progressive invoicing and the same with purchase orders and receiving.
I'll even pay more!
We need this!
Anyone providing services and billing according to the payment schedule given in the estimate needs this. It is essential. Please implement. Until it isn't done I have to stick with the desktop version.
jeff scott commented
I would like to be able to create a final invoice from an estimate and have the option to deduct the deposit amount already received. The final invoice should reflect the total estimate minus the deposit received and the final balance due.
does anyone know if Freshbooks does it?