From the course: QuickBooks Pro 2020 Essential Training
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Progress invoice customers - QuickBooks Pro Tutorial
From the course: QuickBooks Pro 2020 Essential Training
Progress invoice customers
- [Instructor] A progress invoice is one where you can invoice a percentage of a product, or if a product's already delivered. I have an estimate for a tasting party. However, it also included several physical bottles of olive oil for the party that we directly drop ship to the customer. They have that olive oil, so let's invoice it. Before we can invoice the customer, however, we need to turn on progress invoicing. We do that by selecting edit from the top menu, choosing preferences, changing to the jobs and estimates section on the left hand side, changing to the company preferences tab, and finally, in the section labeled do you do progress invoicing, choosing yes. I'll click the blue okay button, click okay again, and now I'll re-expand everything by clicking the arrow on the navigation pane, clicking home, maximizing the window and closing the pane again. We're ready to turn our estimate into a partial…
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Contents
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Create estimates7m
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(Locked)
Create purchase orders for vendors5m 33s
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(Locked)
Enter vendor bills1m 52s
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(Locked)
Invoice customers4m 18s
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(Locked)
Progress invoice customers4m 14s
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(Locked)
Enter time and mileage against jobs3m 6s
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(Locked)
Receive payments and print receipts4m 40s
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(Locked)
Create sales receipts for cash sales2m 38s
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(Locked)
View reminders for overdue invoices2m 9s
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(Locked)
Send statements to customers3m
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(Locked)
Enter credit card charges3m 16s
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(Locked)
Record deposits4m 39s
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(Locked)
Pay vendor bills2m 31s
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(Locked)
Print checks2m 55s
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(Locked)
Work with jobs2m 54s
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