Progress Invoicing

QuickBooks Help QuestionsProgress Invoicing
Heidi M. asked 8 months ago

We have moved the settings for Progress Invoicing to Gear>Account and Settings>Sales> Progress Invoicing. Can you please update the article- thanks!  IntuitHeidi

admin Staff replied 8 months ago

Refer to this article.
http://newqbo.com/quickbooks-online-progress-invoicing/

To get started – you will first need to turn on Progress Invoicing setting
This will also enable different settings such as “Convert Estimate to Invoice”.

  1. Go to Gear at the upper right corner
  2. Account and Settings under Your Company section (or Company Settings under Settings tab if QBO Accountant version
  3. Select “Sales”
  4. Check the box to turn on “Enable Progress Invoicing” and click Save
  5. This will create multiple partial invoices from a single estimate, and click OK
  6. Click Done button



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