Progress Invoicing QuickBooks Online
How to Progress Invoice in QuickBooks Online
QuickBooks Online does not support progress invoicing. Below are a couple of workarounds you can use to get similar results:
Use the Balance Forward Statement to show the original invoice, any payments made, and the remaining balance. To access the Balance Forward Statement:
Step 1. Go to Customer at left menu bar, locate the customer and click on the dropdown button at Edit to the right of customer.
Step 2. Select Create Statement, then Balance Forward.
Step 3. Select the Date(s) as indicated.
Step 4. Click Preview and print.
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.
Duplicate the estimate, delete the lines that will not be invoiced, then create invoice.
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