Hello there, @binay-shah-advat. I can share more details about using the percentage basis in an invoice from the estimate in QuickBooks Online (QBO).
Showing the complete estimate to a 70 percent invoice is unavailable. However, you can create a note in the Message on invoice section stating that this isn't the order you've invoiced to your customer.
Here's how to create a note in your invoice:
- Go to + New and select Invoice.
- Enter your customer and add the estimate.
- Input 70% and scroll down to the Message on invoice section to enter the note.
- Select Save and close or Save and send.
You can also personalize your sales forms to attract more customers. Check out this article to learn more about the process: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Moreover, when you're ready to receive your customer's payments, you can read through this reference for more details: Record invoice payments in QuickBooks Online.
Feel free to ask in the comment section about any QuickBooks-related processes including managing invoices. I'll be around to help you. Keep safe always!
