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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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IntuitSheila
Level 8

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Hi Sue,

 

Thanks for posting in the Community!

 

You can use and turn on the progress invoicing feature in QuickBooks Online to be able to partially apply quotes on invoices. Here's how to:

 

  1. Click on the Settings ⚙  or Cog wheel icon at the top right.
  2. Click on Account & Settings.
  3. Click on Sales tab.
  4. Locate and click on Edit under Progress Invoicing.
  5. Turn on the Create multiple partial invoices from a single quote.
  6. Click on Save and click on Done.

 

Now you can create multiple invoices from your quotes. You can decide how much you want to invoice for, then select Create invoice. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, enter a specific amount for each item on the invoice.

 

You can refer to this link to learn more about: Set up and send progress invoices in QuickBooks Online.

 

Feel free to post again in the Community if you have further concerns. I'm around to help you. Have a great rest of the day!