Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi roimatta-selway-,
Thanks for posting in the Community! QuickBooks Online allows you to copy a quote to an invoice. If you prefer to create multiple partial invoices from a single quote you can enabled this option on your settings.
Here's how:
To copy a quote to an invoice:
If the amounts on your quote includes the amounts to be paid for 12 months, you can make use of the progress invoicing feature and tick Custom amount for each line and then enter the amount that should be invoice each month. The quote will be marked as closed if you've invoiced the total amount on your quote.
Once you've created an invoice it will show on the Accounts Receivable on your Balance Sheet report.
For your reference, you can check on this article: Set up and send progress invoices in QuickBooks Online.
Message us back if you have any other questions. I'll be around to help.