Nice video Rachel! Did Quickbooks change the progress invoicing? I have tried to send out progress invoice in the last 3 days but quickbooks does not allow me to add a percentage amount to what needs needs to be invoiced. Instead it gives me an error saying: "Something is not right. Looks like you created a progress invoice from an estimate youve copied. You may need to create a new estimate" This was now on an existing estimate/quote that was already been invoiced an 33% initial payment. When I wanted to create the next 33% it started giving me this error and it is not allowing or asking me to invoice a percentage. Rather it ignors the first linked invoice of 33% and wants to invoice the entire initial bulk amount. Then it doesnt give me the option anywhere to invoice on a percentage base but only hourly or quantity. Not percentage. Do you know if it might be a glitch or did the change something? I also noticed that they ask the user if the want to try the "new invoice layout" New interface but still does not give me the option to use progress invoicing on percentage base. This is on QBO. Did you maybe experience the same issue? It is like that on PC, Mobile and Tablet
I've not seen this issue with progress invoicing. You schedule a 15-minute training call and we can try to figure out it together: www.gentlefrog.com/meeting/ Or, you can try creating a new estimate and see if that fixes things.
Hi! Thanks for your videos! Our company was just forced into a conversion from desktop to QBO. It ended up severely botched and we are having to learn a new language so to speak, overnight! We are a commercial storefront construction company that does progressive billing. We are used to certain reports for tracking vendor expenses by project exclusively for waiver purposes, as well as ongoing sales tax . New QBO reports don't show split accounts for material vs surcharges and freight charges, or ALL costs by job. Any suggestions?
This is a complicated topic that can't be answered in a TH-cam comment. Please schedule a free discovery call and we can take a look and try to figure something out: www.gentlefrog.com/meeting/ It will likely take a few calls and a lot of learning on your part. I'm suggesting a discovery call to start as I may not be the right fit for your business, if I'm not I can direct you to someone who is.
For progress invoicing, if the client decides they want to change the scope on the estimate, like add more furniture (if they were an interior designer), can you just adjust the estimate?
You can make two invoices 80% & 20% from an estimate and then change the "bill to" to be the appropriate person/entity. Or you can manually calculate the 80/20 split and make two separate invoices.
Thanks so much for this tutorial! I have a quick question, the thing is if I make the sale of the whole project on July, but I create an invoice on july and octobre for the same estimate, wouldn't that create as if it was 2 different sales and mess up my number of ''true sales'', messing up my forecast as well?
If you make an estimate in July, it's non-posting so it does not appear on your profit and loss. If you invoice 100% two times then you would double up your sales.
Can i set up recurring invoices against the estimate - example a $1,000 estimated to be paid in 10 monthly installments of $100 over 10 mos. And have QuickBooks online automatically create and email each of them each of the next 10 months?
I wish. If you are 1000% certain the amount won't change, you can make all the invoices now and future date them but there is no automation to deal with getting them emailed out as planned. The system just isn't that smart. :disappointed: You can set up recurring invoices on a schedule and stop at 10 but that has nothing to do with the estimate and won't impact the estimate.
Hi Rachel! is there any way to show previously invoiced or remaining percentage on the invoice? If I have multiple line items, I'd like to see what is remaining for each. I am accustomed to doing this in quickbooks desktop, but am considering moving to online.
Unfortunately, QBO does not have the ability to show previously invoiced or remaining on the invoice. I created this video in response to your question: th-cam.com/video/k1b7-ckeg34/w-d-xo.html It shows me figuring out the best way to let a customer know how much they have remaining on an estimate.
You can customize the invoice template to remove the due date. Intuit has been making changes to invoices so this may not be how it works in your QBO but here are instructions for the old layout: Click the gear in the upper right corner. Click Account and Settings. Click Sales on the left. Click the "Customize look and feel" button. Select the form you want to edit. Select the Content tab. Click the top box on the invoice. Find the Display section and uncheck "Due date or expiration date" If you have the new layout click Manage across the top towards the right. Then click the Customization drop-down. Click the Due date slider so it turns gray.
How can you create separate invoices with separate due dates in a batch? For instance, I want to create the invoices all at once, instead of having to create one every month.
I have a question, My entered an estimate amount of $ 20000 out of which I already created invoiced of $ 15000, Now I want to canceled the remaining $5000 estimate amount due to I break the contract with customer, So how I can see 00 in remaining amount Column ???
I'm not sure if you can assist, but my client did a progress-invoice for his customer, the first one was done at 75% and QBO calculated sales tax at the 100% amount. Then for the second invoice at the remaining 25%, sales tax was calculated at the 25% amount. Is this a glitch or did he do something wrong?
I've been seeing comments in various bookkeeping groups that QBO has been doing weird things with sales tax over the past few days. So it could be operator error or QBO. You're welcome to book a call if you'd like to brainstorm options but I don't have a good solution off the top of my head: www.gentlefrog.com/meeting/ My best idea involves a credit memo but it would be clunky.
@@GentleFrog Thank you for your reply! I ended up chatting with QBO support for over an hour and got a "it was a glitch, it won't happen again" explanation, so definitely not a "normal" ocurrance.
Editing an estimate does not change any previously generated invoices. If you make an estimate and then the scope or work changes, you can update the estimate. And then you should create a supplemental invoice for the work not previously invoiced.
@@GentleFrog in my case, it is the type of product that can change, so the linked product becomes unlinked. I have to change it in both the estimate and the invoice?
@mathieusimard7876 Yes, you have to change it in both. They are not linked in that way. If you invoiced them and they paid it, you can go in and edit the product/service on the invoice. If the total amount of the invoice has changed from the edits it will still have the payment applied to it and you can send them the updated invoice. It will show the new amount they owe. If you created an invoice but haven't sent it then you can make the changes and send it. If you sent them an invoice and they haven't paid for it yet, update it and send them the updated invoice. You can add a note in the "Message on invoice" letting them know this is an updated invoice and why.
That sounds like a bug in the software, you should contact QuickBooks Online support: quickbooks.intuit.com/learn-support/en-us/help-article/account-management/quickbooks-online-support/L6WqNrDq0_US_en_US
I had the same problem. I reverted back to the old version and it worked for one estimate. Not sure if this was a coincidence or not, but I did report it to QBO. @@GentleFrog
There is a problem... you cannot use progress invoicing with the new invoice layout. This article was updated 2 weeks ago... hopefully this is resolved soon. quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/set-send-progress-invoices-quickbooks-online/L0Ymm6WjR_US_en_US?uid=lqdpwp2p
Not only your content is awesome, but you complete it with links to probable problems. The video plus this link helped me big time. I've actually learned so much from you. Finding your channel was a blessing.
Excellent video; cleared up some questions I had.🙂
Yay! I love to hear that. If you have any questions I haven't addressed in my videos let me know!
Nice video Rachel! Did Quickbooks change the progress invoicing? I have tried to send out progress invoice in the last 3 days but quickbooks does not allow me to add a percentage amount to what needs needs to be invoiced. Instead it gives me an error saying: "Something is not right. Looks like you created a progress invoice from an estimate youve copied. You may need to create a new estimate" This was now on an existing estimate/quote that was already been invoiced an 33% initial payment. When I wanted to create the next 33% it started giving me this error and it is not allowing or asking me to invoice a percentage. Rather it ignors the first linked invoice of 33% and wants to invoice the entire initial bulk amount. Then it doesnt give me the option anywhere to invoice on a percentage base but only hourly or quantity. Not percentage. Do you know if it might be a glitch or did the change something? I also noticed that they ask the user if the want to try the "new invoice layout" New interface but still does not give me the option to use progress invoicing on percentage base. This is on QBO. Did you maybe experience the same issue? It is like that on PC, Mobile and Tablet
I've not seen this issue with progress invoicing. You schedule a 15-minute training call and we can try to figure out it together: www.gentlefrog.com/meeting/
Or, you can try creating a new estimate and see if that fixes things.
Hi! Thanks for your videos! Our company was just forced into a conversion from desktop to QBO. It ended up severely botched and we are having to learn a new language so to speak, overnight!
We are a commercial storefront construction company that does progressive billing. We are used to certain reports for tracking vendor expenses by project exclusively for waiver purposes, as well as ongoing sales tax . New QBO reports don't show split accounts for material vs surcharges and freight charges, or ALL costs by job. Any suggestions?
This is a complicated topic that can't be answered in a TH-cam comment. Please schedule a free discovery call and we can take a look and try to figure something out: www.gentlefrog.com/meeting/
It will likely take a few calls and a lot of learning on your part.
I'm suggesting a discovery call to start as I may not be the right fit for your business, if I'm not I can direct you to someone who is.
For progress invoicing, if the client decides they want to change the scope on the estimate, like add more furniture (if they were an interior designer), can you just adjust the estimate?
Yes, you certainly can.
Hi! What if the payments are being made by 2 different parties? For example an insurance company pays 80% of a service and a client pays 20%?
You can make two invoices 80% & 20% from an estimate and then change the "bill to" to be the appropriate person/entity. Or you can manually calculate the 80/20 split and make two separate invoices.
Thanks so much for this tutorial!
I have a quick question, the thing is if I make the sale of the whole project on July, but I create an invoice on july and octobre for the same estimate, wouldn't that create as if it was 2 different sales and mess up my number of ''true sales'', messing up my forecast as well?
If you make an estimate in July, it's non-posting so it does not appear on your profit and loss. If you invoice 100% two times then you would double up your sales.
Can i set up recurring invoices against the estimate - example a $1,000 estimated to be paid in 10 monthly installments of $100 over 10 mos. And have QuickBooks online automatically create and email each of them each of the next 10 months?
I wish. If you are 1000% certain the amount won't change, you can make all the invoices now and future date them but there is no automation to deal with getting them emailed out as planned. The system just isn't that smart. :disappointed:
You can set up recurring invoices on a schedule and stop at 10 but that has nothing to do with the estimate and won't impact the estimate.
Hi Rachel! is there any way to show previously invoiced or remaining percentage on the invoice? If I have multiple line items, I'd like to see what is remaining for each. I am accustomed to doing this in quickbooks desktop, but am considering moving to online.
I couldn't find a way to do this in QBO the way it's done in Desktop. I'll record a video with some ideas, stay tuned.
Unfortunately, QBO does not have the ability to show previously invoiced or remaining on the invoice. I created this video in response to your question: th-cam.com/video/k1b7-ckeg34/w-d-xo.html
It shows me figuring out the best way to let a customer know how much they have remaining on an estimate.
how do you take off the DUE column on the invoice
You can customize the invoice template to remove the due date.
Intuit has been making changes to invoices so this may not be how it works in your QBO but here are instructions for the old layout:
Click the gear in the upper right corner. Click Account and Settings. Click Sales on the left. Click the "Customize look and feel" button. Select the form you want to edit. Select the Content tab. Click the top box on the invoice. Find the Display section and uncheck "Due date or expiration date"
If you have the new layout click Manage across the top towards the right. Then click the Customization drop-down. Click the Due date slider so it turns gray.
how can i recur a progress invoice but still linked to the estimate?
This is not possible in QuickBooks Online. You will need to manually create a new progress invoice each time.
How can you create separate invoices with separate due dates in a batch? For instance, I want to create the invoices all at once, instead of having to create one every month.
You create the invoices and override/change the invoice & due dates. I'll add this to my video queue.
I have a question, My entered an estimate amount of $ 20000 out of which I already created invoiced of $ 15000, Now I want to canceled the remaining $5000 estimate amount due to I break the contract with customer, So how I can see 00 in remaining amount Column ???
Change the drop down in the upper left to closed. It won't say zero because the estimate wasn't invoiced in full.
Can I just add a progress payment for an invoice without an estimate?
No, you must have an estimate first and then progress invoice that estimate.
I'm not sure if you can assist, but my client did a progress-invoice for his customer, the first one was done at 75% and QBO calculated sales tax at the 100% amount. Then for the second invoice at the remaining 25%, sales tax was calculated at the 25% amount. Is this a glitch or did he do something wrong?
I've been seeing comments in various bookkeeping groups that QBO has been doing weird things with sales tax over the past few days. So it could be operator error or QBO.
You're welcome to book a call if you'd like to brainstorm options but I don't have a good solution off the top of my head: www.gentlefrog.com/meeting/
My best idea involves a credit memo but it would be clunky.
@@GentleFrog Thank you for your reply! I ended up chatting with QBO support for over an hour and got a "it was a glitch, it won't happen again" explanation, so definitely not a "normal" ocurrance.
@@colleenwhale5083 Thank you for the update! I'm glad to hear it's not normal. I hope they get these tax glitches fixed soon.
What if you need to change the estimates products or amounts, then it doesnt change the invoices automatically? How can we manage this?
Editing an estimate does not change any previously generated invoices.
If you make an estimate and then the scope or work changes, you can update the estimate. And then you should create a supplemental invoice for the work not previously invoiced.
@@GentleFrog in my case, it is the type of product that can change, so the linked product becomes unlinked. I have to change it in both the estimate and the invoice?
@mathieusimard7876 Yes, you have to change it in both. They are not linked in that way.
If you invoiced them and they paid it, you can go in and edit the product/service on the invoice. If the total amount of the invoice has changed from the edits it will still have the payment applied to it and you can send them the updated invoice. It will show the new amount they owe.
If you created an invoice but haven't sent it then you can make the changes and send it.
If you sent them an invoice and they haven't paid for it yet, update it and send them the updated invoice. You can add a note in the "Message on invoice" letting them know this is an updated invoice and why.
Why is Progress Invoicing keep turning off ?
That sounds like a bug in the software, you should contact QuickBooks Online support: quickbooks.intuit.com/learn-support/en-us/help-article/account-management/quickbooks-online-support/L6WqNrDq0_US_en_US
I had the same problem. I reverted back to the old version and it worked for one estimate. Not sure if this was a coincidence or not, but I did report it to QBO. @@GentleFrog
There is a problem... you cannot use progress invoicing with the new invoice layout. This article was updated 2 weeks ago... hopefully this is resolved soon.
quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/set-send-progress-invoices-quickbooks-online/L0Ymm6WjR_US_en_US?uid=lqdpwp2p
Not only your content is awesome, but you complete it with links to probable problems. The video plus this link helped me big time.
I've actually learned so much from you. Finding your channel was a blessing.
Aww, that's so nice! Thank you, I'm so glad you find the content helpful.
How can I get a hold of you?
You can schedule a meeting here: www.gentlefrog.com/meeting/