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Manage customers and income
Let me share details to answer your question about showing details when progress invoicing, TheCA.
Currently, QuickBooks Online does not have a feature that shows the previous percentage and amount when using progress invoices.
However, you can run an Estimates and Progress Invoicing Summary by Customer report to see the percentage that has already been invoiced and the invoiced amount.
To access this report, go to the Reports menu and search for "Estimates and Progress Invoicing Summary by Customer".
I would also recommend sending a feature request about this to our product engineers. Customer feedback and suggestions play a crucial role in improving the software's functionality and meeting users' needs.
Here's how to send feedback in QBO:
- Go to the Gear icon and select Feedback.
- Type in your feedback and suggestions.
- Click Next to submit them.
Suggestions submitted in the forum and other channels are gathered and reviewed by our engineers. This process aims to enhance your experience while using QuickBooks, as it allows us to consider and implement valuable improvements based on user feedback.
Let me also share these articles for additional guidance:
- Add Project Quote Summaries to a Progress Invoice in QuickBooks Online
- Send Invoice Reminders Automatically or Manually in QuickBooks Online
Don't hesitate to ask for help in the Community if you need anything else when working in QBO. We'll make sure that everything is sorted out.