QuickBooks Online Progress Invoicing

QBO Progress Invoicing allows users to create and send Invoices for work in partial installments. Monitor your cash flow: Progress Invoicing allows companies to bill and receive a percentage or partial payment at on-set, work-in-process and the balance when the work is complete.

Buy QuickBooks Online, which includes Progress Invoicing and Payment Processing that is integrated with QuickBooks Online

Already use QuickBooks Online?

Great - enroll now for Intuit Payments using QuickBooks and start using Progress Billing features

You Made the Correct Decision to Use QuickBooks® Online

Don't Stop now ~

Use the Only "Truly Integrated Payment Solution" ~ QuickBooks Payments®

QuickBooks Invoicing Software NEW ~ QuickBooks Invoicing!

Accept all Payment Types
Anywhere - Anytime

Start Accepting Payments Today!

Accept Credit Cards, ACH or ECheck Anywhere / Anytime Using QuickBooks Online

"Our Integrated QuickBooks Payment solutions can save a typical small business owner more than 180 hours each year"

Purchase QuickBooks Online

QuickBooks Online is easy to setup and personalized for your business. Get paid fast by sending online invoices. Reduce manual data entry errors by automatically downloading transactions from your bank and credit card accounts. Access 20+ insightful built-in reports to understand the health of your business. Manage your business on the go by accessing QuickBooks Online anywhere, anytime on any device. Expand your QuickBooks Online functionality by easily syncing with 350+ apps. Seamlessly collaborate with your accountant to make tax time a snap. Live US based phone support at any cost. Use multiple connections and one company file!

  • 2019 Intuit QuickBooks ONLINE 3 Versions to choose from
  • First 30 days FREE
  • Add Intuit QuickBooks Payments Processing
  • Setup and use quickly no software to install and personalized for your business
  • Free Upgrades
  • Manage your business on the go - Access your data anytime, anywhere on any device
  • Save time and reduce data entry errors - QuickBooks Online automatically pulls in data from your bank and credit card
  • Make a great impression - Create and send professional invoices straight from QuickBooks
  • Track income, expenses, and profit information all in one place
  • Free US based phone support anytime you need it

    Make the Move to QuickBooks Online

    Simple Start | Essentials | Plus
  • Progress Invoicing QuickBooks Online

    The QBO Progress Invoicing has several options which allows for invoicing a percentage, custom or remaining open balance. Since there are multiple options, let’s take a look at many scenarios to demonstrate what’s available.

    To Start Progress Invoicing create an Estimate in QBO with an accepted status.  

    1) In QBO, create an Estimate

    2) The status of the invoice needs to be Accepted

    3) Click Create Invoice to open options

    4) QBO will pop-up a window asking you to specify 'How much you want to invoice' using 3 possible options:

    • Total of all estimate lines = $ (the estimate total)
    • Calculated percentage of each estimate line
    • Custom amount for each estimate line (this works great when there are multiple phases of work and each line represents a different phase).

    Create Invoice Based on Calculated Percentage of each Estimate line.

    For example, if we wanted to invoice for 25% of each line on our Estimate we would complete the 2nd option by filling in 25% (as shown below). QuickBooks will calculate the values and provide a total representing 25% of the total estimate amount.

    We've spotlighted and enlarged the 'middle option' so you can see it a little better. In response to this selection, QuickBooks generates a progress invoice for 25% of the original amount, as shown below.

    Note the new 'Due' column pointed to by the black arrow (above), this highlights how much of the estimate is being invoiced. 

    Editing Options Preserve Estimate Integrity

    Progress Invoicing also gives us the ability to delete lines from a progress invoice yet retain the integrity of those line items on our estimate.  In other words, if I remove one of my 25% invoiced lines from the above invoice, the full value of that line remains as billable on my original estimate.

    1) To 'delete a line' from an invoice (using the above invoice as our example), click the trash-can icon at the right end of the line item.

    2) Trashing the line will allow you to remove it from this Invoice but it remains billable on your estimate at a future date.

    And there is more

    By clicking in the new 'Due' column, a hidden dialog box opens that gives you additional editing options.

    • Percent can be edited
    • Amount can be substituted in lieu of percent

    Estimate Balance Remains Open for Invoicing

    The balance of any Estimate remains open until full payment is received (or you close the estimate manually).

    Partial invoices are linked to each estimate allowing for easy tracking, as shown below.

    1. The original estimate
    2. The amount(s) invoiced (notice the new columns reflecting Remaining amount and Invoiced amount)
    3. Linked transactions (with hyperlink to each progress invoice)

    Creating an Additional Invoice as Another Partial Billing

    1) From the Open Estimate, click Create Invoice to open options

    2) In this example we select the option, Custom amount for each line

    3) Click on the 'Due' amount of any/each line, a otherwise hidden dialog box opens allowing you to edit either the percent or the amount for the partial billing.

    4) Enter the amount or percentage you wish to invoice. In this case we will Invoice for the balance of line 1 and 100% of line 2, but we are not ready to invoice any of line 3.

    Line 3 remains 'open' since we haven't invoiced any of it. We have created 2 different invoices from the same estimate, and yet the Estimate remains open for the portion we have yet to invoice.  Our Estimate is illustrated below.

    In the illustration above the highlight numbers represent: (1) our original estimate, (2) the various amounts that have been invoiced and those which remain open, (3) the details with hyperlinks to the Invoices generated from the Estimate, and (4) the remaining amount to be invoiced.

    Invoicing the Remaining Balance of the Original Estimate

    1) From the Open Estimate, click Create Invoice to open options

    2) In this example we select the option, Total of all estimate lines = $ (in our example the amount is $525.00), as shown below.

    QuickBooks immediately creates an Invoice for the remaining balance of the Estimate, at the same time the Estimate is 'closed'.

    As you can see (above) the invoice contains only the 1 line item that had previously not been invoiced.

    When we examine our original Estimate (below) we can see that it is now closed.

    The illustration above highlights (by number) the following aspects of the estimate: (1) the original estimate, (2) shows each line item is now closed, (3) shows all three of the associated Invoices (with hyperlinks to each).

    This is a 'great' new feature for QuickBooks Online, and it offers a lot of capabilities and flexibility that is critical to many small businesses that need progress billing functionality. 

    QuickBooks Online

    Have Questions?

    We have fast, friendly support! Our LIVE Merchant Experts are available 24/7/365 and answer every call within 30 seconds.

    Our in-house Credit Card, ACH and Electronic Check experts are standing ready to help you make an informed decision to move your company's payment processing forward.