QB Issue Resolution:
QBO does not support progress invoicing. Instead, they offer 2 workarounds.
- You can use the Balance Forward Statement to show the original invoice, any payments made, and the remaining balance. How to create a Balance Forward Statement
- 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.
- You can duplicate the estimate, delete the lines that will not be invoiced, and invoice.
Resolution for Issue 'I need to create an invoice from an estimate on progression of the job. How is this done or should progressive invoicing be done another way?' available: Yes (Solved).
Source: Intuit Community forum.
I need to create an invoice from an estimate on progression of the job. How is this done or should progressive invoicing be done another way?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.
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