What is progress invoicing?
To do this task
If necessary, turn on progress invoicing.
The preference for progress invoicing on the Company Preferences tab of the
Job & Estimates Preferences window must be on.
When the preference is on, you have access to another standard invoice
design, called Progress Invoice. In addition to the standard columns for
invoicing, this design provides columns that show the estimate amount, the
percentage of the amount you invoiced previously, and the total percentage
you've invoiced to date. As with the other designs for business forms, you
can customize the Progress Invoice to suit your business needs.
When progress invoicing is off, you can still create an invoice from an
estimate, but QuickBooks does not keep track of the amount or percentage
remaining if you want to invoice in stages.
Go to the Customers menu and click Create Estimates.
Click Create Invoice at the top of the Create Estimates window.
Indicate how you want QuickBooks to set up the invoice, then click OK.
What each option does
If you choose to invoice for selected items, or for a different percentage
of each item, specify the amounts or percentages to put on the invoice, and
then click OK.
for job tracking and estimates
Invoicing for more
than the estimated amount
items from printing on the invoice