How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

Thanks for reaching out to the Community.

To clarify, are you referring to progress invoicing? Progress invoicing is billing for a project that stretches over days, weeks, months, or sometimes even years. You can choose how much of an estimate you'd like to convert into an invoice, keep track of home you've invoiced, and continue converting from the original estimate until it has been fully invoiced.

However, if you don't mean progress invoicing, please do let me know. I'll be sure to keep an eye out for your response.

Feel free to reach out to the Community any time. Take care and have a great weekend. You certainly deserve it!

‎August 01, 2020 06:38 PM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

I had been using QB desktop since 2005. Per my original post . In the desktop version the invoice shows the previous % billed, and the current % billed. QB online does not show that data on the invoice. Is there a work around? It is confusing the AP depts. of my clients.

‎August 01, 2020 06:44 PM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

I have used QB desktop since 2005. The progress invoices show the previous % billed and the current % billed. The QB online invoice template does not show these fields. Furthermore the quantities get messed up which really confused my client. Example: there is an order of 27 widgets, the first progress invoice of 25% would show 6.75 widgets. How do I make my invoices look like a proper progress invoice?

‎August 01, 2020 07:40 PM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

Thanks for getting back to us with additional details, 3axis.

I'll be glad to show you how you can get a similar details when sending the invoice from QBO. Here's how:

  1. Go to the Gear icon and select Custom form styles .
  2. Look for the invoice template and click Edit under the Action column.
  3. Proceed to the Content tab, then click body of the sample invoice in the right hand corner.
  4. Click Show more activity options .
  5. Check the box for Show progress on line items .
  6. Click Done .

Let me share some of our quick guides about managing custom forms for additional references:

Please don't hesitate to add another reply or reach out to us again if you need anything else.

‎August 04, 2020 06:41 AM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

I have tried that. Checking "Show progress on line items (email only)" does not seem to change the layout of the invoice in any way. The detail does not show when creating an invoice in QB. Try it out. Create a progress invoice and send it to a client. There is a PDF attachment on the email which does not show any of the progress info. There is a link to "Print or Save". That leads you to a QB page where you can "view invoice" That button displays the same info as the PDF that was attached to the email. Where does the magic happen? I have attached an example created in QB Desktop and QB Online. Both invoices are for 40% of the same estimate.

‎August 04, 2020 07:03 AM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

I have tried that. Checking "Show progress on line items (email only)" does not seem to change the layout of the invoice in any way. The detail does not show when creating an invoice in QB. Create a progress invoice and send it to a client. There is a PDF attachment on the email which does not show any of the progress info. There is a link to "Print or Save". That leads you to a QB page where you can "view invoice" That button displays the same info as the PDF that was attached to the email. Where does the magic happen? I have attached an example created in QB Desktop and QB Online. Both invoices are for 40% of the same estimate.

‎August 04, 2020 09:40 AM

How can I display progress of billing on invoice? In QB desktop it will shop prior % and current % billed. The option in the invoice template states "email only"

I appreciate the details a lot, @3axis.

Currently, we're unable to display the progress billing on the invoice. However, we can show the current percentage of the whole invoice as you can see in the sales form.

Also, the option to show progress on line items selected for the invoice is for customer's viewing of the current rate on the line item that they have to pay for. That's why we're unable to see it when creating the invoice.

In case you wanted to see information about the progress of billing on the invoice, you can pull up the Estimates & Progress Invoicing Summary by Customer report.

There you can customize it, view the amount that had been invoiced, and check the current balance of the estimate.

Here's how to pull up the report:

  1. Go to the Reports menu.
  2. In the Search box , type " Estimate " and then select Estimates & Progress Invoicing Summary by Customer report.
  3. Click Customize and then change the Report period to All Dates.
  4. Select Filter.
  5. In the Customer drop-down list , check the box beside the client's name.
  6. Then hit Run report .

I've added an article as your reference for more details about progress invoicing in QBO: Set up and send progress invoices in QuickBooks Online.

Also, you can send this report to your customer by clicking the Email icon just beside the Printer icon on the statement.

Feel free to drop a comment below if you need further assistance. I'm always around to help. Take care!