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What's important about the Create Progress Invoice Based on Estimate window

You use this window to tell QuickBooks how you want to set up the progress invoice you are creating.

  • Create invoice for the entire estimate (100%)

    Select this to create a single invoice from the estimate. The invoice will be for the same amount as the estimate. You can edit the invoice as necessary.

  • Create invoice for the remaining amounts of the estimate

    Select this to create an invoice for the balance of the estimate. This option is available when you have already created one or more progress invoices from the estimate.

  • Create invoice for a percentage of the entire estimate

    Select this to create a progress invoice for a percentage of the estimate. This option creates an invoice for a straight percentage amount of the estimate total. For example, if you created an estimate for $1,000 and you want to invoice for the job in four equal phases, enter 25 in the percentage field.

    You can also invoice for more than 100% of the estimate value.

  • Create invoice for selected item or different percentages of each item

    Select this to invoice for only some of the items on an estimate, or to invoice different items at different percentages.

    For example, you've created an estimate for $1,000. You finished the first phase of the job and you want to invoice for 100% of items related to the first phase, but don't want to invoice for anything else at this time. When you select this option, a window appears in which you can select the items you want include on the invoice and indicate the amounts or percentages for each item.

See also

KB ID# H_PROGINV_F1_CREATE_INV_FROM_EST
9/28/2016 6:37:11 PM
PPRDQSSWS404 9138 Pro 2017 6f3882