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Print, email, add to iCal or Calendar. You can mark the invoice to be printed or emailed later. Then choose File >
Print forms or File > Email forms. You can also add a reminder to iCal or Calendar that the invoice is due.
You can mark an invoice as pending. There may be a time when an invoice is only in draft form. In that case, you
can mark it was Pending (Edit > Mark Invoice as Pending) and finalize it later.
Invoicing a customer over time (progress invoicing)
Using progress invoicing, you can invoice for jobs in phases. For example, you're working on a job where you ask
your customer for 25% payment at the beginning of the project, then you invoice them periodically throughout
the project.
You start by creating an estimate for the job. (You don't have to give this estimate to the customer if you don't
want to. Just use it for tracking purposes.) Then, as you complete each phase, you can transfer items from the
estimate to an invoice. You can specify which items to include on each invoice and how much of that item you're
charging for on that invoice.
Later on, you can run reports to help you track your estimated versus actual costs.
Note: Be sure you turn on progress invoicing in Preferences. (Choose QuickBooks > Preferences > Sales & Invoicing.)
To create progress invoices for a job:
1 Create an invoice using an estimate. You can do this by opening an estimate (Customers > Create
Estimate) and clicking Create Invoice. Or create an invoice (Customers > Create Invoice) and choose
a customer name that you've created an estimate for.
2 Tell QuickBooks what you want to include on the invoice, and click OK:
o Remaining amounts on the estimate. QuickBooks creates an invoice for the full unpaid amount
on the estimate. QuickBooks copies all the information on the estimate to an invoice. You can
then edit the invoice or you can change the invoice to a progress invoice by clicking Progress
Invoicing on the invoice.
o A percentage of the estimate. Enter how much of the estimate you want to include on the
invoice. For example, if you created an estimate for $1,000, and you want to invoice for the job in
four equal phases, enter 25 in the percentage field.
o Only certain items or different percentage for each item. Choose this option to highly
customize the amounts that you want to include on the invoice. You'll find out how to do this in
the next step. For example, you've created an estimate for $1,000. You finished the first phase of
the job and you want to invoice for 100% of items related to the first phase, but don't want to
invoice for anything else at this time. When you select this option, a window appears in which you
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