I suggest you ...

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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    Jen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  AdminQBO Team (Admin, QuickBooks Online) responded  · 

    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!

    663 comments

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      • David Williams commented  ·   ·  Flag as inappropriate

        Neither of these "workarounds" actually accomplish this functionality. As a contractor, basically every project is a version of a progress billing. QBO is marketed to small businesses, like maybe small or service contractors..... IDK? This "Planned" feature needs to be implemented immediately! The lack of this feature keeps us from using QuickBooks to do our invoicing. This is a serious shortcoming and creates a lot more work.

      • Charlene Tan commented  ·   ·  Flag as inappropriate

        I have all my interior company clients and project based clients who can't change from Desktop to Quickbooks Online as progressive billing is not in.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes! For all of the reasons people have outlined below the workarounds don't really work ... 100%! Progress invoicing is a staple in a lot of my clients' work. I can do it on Desktop just fine, so convincing them to move to QBO creates several parity concerns.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Between lack of job costing & progress billing, I'm stuck with desktop. It's costing our business thousands. We even tried to use Quickbase to deal with this issue, but can't use that with QB desktop. This service is years overdue.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Many Professional Service providers such as engineering, architect and law firms need to be able to invoice progressively. The suggested work arounds leave too much room for errors in billing. Please vote yes to have progressive invoicing added to QB online as it is available on the desktop versions.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please add early payment vendor discounts to QBO. To have to manually calculate them and then create a vendor credit is not efficient for such a basic accounts payable function.

      • M Coila commented  ·   ·  Flag as inappropriate

        YES! We want progress billing!
        We use estimates for large, multi-component, projects. Having to re-create all of the information for each stage of the project installation, and sale, has led us to a pen & paper work-around. This seems to be going EXACTLY backwards from the solution that Quickbooks professes to provide.

      • Marisol commented  ·   ·  Flag as inappropriate

        PLease ad this option. I also use quickbook payment and since no partial payment is allowedthe progress invoicing makes it a lot easier for all.

      • Darin Ruddock commented  ·   ·  Flag as inappropriate

        I am having this same issue. As a Building Contractor I receive a deposit for a project before I start. When I create the invoice, upon completion of the project. The invoice automatically "receives payment" of the final amount and adds it to the original deposit and shows a balance of "zero". When in fact the balance is not zero. I can't send an invoice that says "paid" with a zero balance when I need the customer to see there is a balance due. This is confusing to everyone, including the customer.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I want to create 1 invoice and choose how much is due on the first billing and the subsequent billings.

      • tinahollowell commented  ·   ·  Flag as inappropriate

        I would like to request again a few new features: 1) ability to do installment or progressive billing. 2)ability to process credit cards automatically (for auto-payments) against an invoice. Currently only available through Sales Receipt feature.

      • john mull commented  ·   ·  Flag as inappropriate

        For a small service business, progressive invoicing is a must. Lacking it is a big hole in Quickbooks.

      • 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

        Please provide a progressive billing option. I take deposits from all my clients for the partial amount and bill on stages and this feature would help immensely. Thanks so much!

      • Paige 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 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 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.

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