Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Specify invoice amounts for items on estimates

When creating a progress invoice from an estimate, use the Specify Invoice Amounts for Items on Estimate window to specify the amount or percentage you want to bill for each item from the original estimate.

To do this task

  1. Select Show Quantity and Rate to show the quantities and rates from the estimate, from prior invoices, and for the current invoice.

  2. Select Show Percentage to show the percentage of the estimate amount on prior invoices, the current percentage, and the total percentage on all invoices.

    • To invoice for a percentage of what you estimated, edit the percentage shown in the Curr % column. When you change the percentage, the amount also changes to reflect the new percentage.

    • To invoice for a different amount than you estimated, edit the amount shown in the Amount column. When you change an amount, the current percentage also changes to reflect the new amount.

    • To invoice for a different quantity than you estimated, edit the quantity shown in the Qty column.

    • To invoice at a different rate than you estimated, edit the rate shown in the Rate column.

See also

KB ID# H_PROGINV_F1_SPECIFY_AMOUNTS_FOR_ITEMS_FROM_EST
9/25/2016 10:20:59 PM
PPRDQSSWS406 9138 Pro 2017 ff3c96