How to Use Progress Invoicing in QuickBooks .pdf
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How to Use Progress Invoicing in QuickBooks
Considered as Intuit Inc’s set of software solutions designed to manage payroll, inventory, sales
and other needs of a small business, QuickBooks software’s features marketing tools, merchant
services, product and supplies, training solutions. Each solution is developed according to
different industries and their needs. In some cases, when you want to develop a quote for a
project and have payments made at set milestones or stages, it becomes typically weird for you
to show the total amount that is due, and so it’s better to only reflect the amount that has been
billed. Progressive Invoicing as this is called can be done easily through QuickBooks. So, in case,
you want to know the steps, make sure that you either contact QuickBooks customer service
or you just follow the below mentioned steps.
In order to begin with the phrases, you need to at first turn on the progressive invoicing
preference in your QuickBooks accounting business software. In order to do this, you have to go
to the Edit menu, and then you have to select Preferences, followed by select Jobs and
Estimates on the left side.
While you move further with the steps, and when you want to create a bid or quote for a
project, use the Estimate transaction. In case you are unaware, the Estimate functionality is
very similar for creating an Invoice, and also uses the same item list as require, especially in
cases where you actually created an invoice.
As you move on to the next step, you must not forget that once you have your Estimate
transaction created and the work has begun, all you are supposed to do is to start to invoice for
a portion of the estimate. If in case, you have clicked the Invoice button across the top of the
estimate, you will notice to have the option to create an invoice for the entire estimate, for a
percentage of the estimate, or to select individual lines on the estimate transaction.
And, if you are still unable to complete the process, make sure that you have taken help from
experts by giving a call to QuickBooks Customer Support. Also, you can now avail their
numbers from an online directory – Contactforhelp.