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!

    662 comments

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      • MB commented  ·   ·  Flag as inappropriate

        This feature has been requested several times in the last several years. The day this feature affects QBO commercially, we can be sure that this feature will be implemented without delay.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree totally, we are a Landscape company and we desperately need to be able to have progressive billing.

      • Rob W. commented  ·   ·  Flag as inappropriate

        I run a service business and our invoices cover several months of service. I break the invoice total into equal monthly payments due at the beginning of each month. Would this feature allow me to more easily track that? If so, it has my vote. Right now I can accomplish the invoicing, but the problem is that mid-invoicing-period, the "balance owing" always shows the total balance owing for the entire invoice, not the balance owing at that point in time. For example, let's say the invoice covers January-May and the total invoice is for $500, and each monthly payment is $100. I'd like to be able to look on March 10th and see zero-balances for customers who are up-to-date with their monthly payments, and, say, a $100 balance for customers who made their Jan and Feb payment, but not March payment. But as it stands now, customers who are up-to-date with their payments would show a $200 balance owing on March 10th. This makes it difficult to quickly view who is and isn't up-to-date with payments. Hopefully a progress invoicing feature would solve this? If not, what would solve it?

      • Ralph Howarth commented  ·   ·  Flag as inappropriate

        Add Estimates as well to the e-Invoices facility so that customers can also collaborate with and messages, photos, plans, specifications, et.al., of work proposed or work in progress pertaining to that estimate.

      • DanW commented  ·   ·  Flag as inappropriate

        Yes, please add progressive billing to QBO. This is important for many types of businesses, photography in my case.

      • Anonymous commented  ·   ·  Flag as inappropriate

        While in Sales Transactions, need to add data grid editor functionality of the Status of Estimates to be able to quickly update the status. Also need the Status expanded to include "Postponed", "Scheduled," and "In-Progress" with a Scheduled Date, Start Date and Completed Date like QB Pro. The act of assigned a scheduled date should then update the Status as such.

      • Hilda commented  ·   ·  Flag as inappropriate

        @Ted I hope that's not the case.. this is critical to my business. Intuit has a huge push on selling QBO and this issue is the only thing stopping me.

      • Anonymous commented  ·   ·  Flag as inappropriate

        You are right... progressive invoicing is critical to many businesses. It is a feature on the desk top version and really should be included in the QBO version. OUr business is based on progressive invoicing and this is a major downside for QBO - not having it!

      • Ted commented  ·   ·  Flag as inappropriate

        @ Alizah This thread has been up for about 2 years and they haven't done squat about the progress invoicing even though that feature is on the software version...They really don't read these threads or don't care.

      • Alizah Epstein commented  ·   ·  Flag as inappropriate

        YES! please add progress invoicing to the online version. It would make things so much easier. When will you be adding this?!

      • Anonymous commented  ·   ·  Flag as inappropriate

        I fully agree. It is a so easy to do progress invoices on the desktop version. Could it be added to the online version?

      • Sharon commented  ·   ·  Flag as inappropriate

        you are right.. QBO is great product but i do not understand why they have not inorpratied progressive invoicing to their online product. we create charges for each step of our project and then bill clients as the project steps are completed. but its combersome and time consuming.

      • Mike S commented  ·   ·  Flag as inappropriate

        As I look back on these comments I see they go back to 2012 (almost 2 years ago). I dont understand why Intuit refuses to make any headway on allowing their customers to make progress billing which is so crucial to any service based contractor. QUICKBOOKS/INTUIT are you even listening!

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