Paige Culver

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      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!

      Paige Culver commented  · 

      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 Culver commented  · 

      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!!!!

      Paige Culver supported this idea  · 
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        Thank you so much for your feedback on sales form customization in QuickBooks. We acknowledge that we have a ways to go, but we’ve staffed this feature and are making headway.

        Right now, we have two versions of form customization running in parallel. In our newest one, we just released a beta of style import, wherein you can bring any *.docx based invoice template and use it in QuickBooks. You may access this feature by going to the gear, then clicking “QuickBooks Labs” > “Import Style.” Not on this version? We are moving people every month and enabling you to keep your old form too! Your default will change to start, but you can always revert to a frozen version of your old form without editing capabilities if you’d like.

        Lately we’ve been working on the print infrastructure to ensure you can print larger batches and render PDFs faster, invoice…

        Paige Culver supported this idea  · 

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