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Hello there, bevetts. Let me explain how prior amounts are calculated when using progress invoicing in QuickBooks Desktop (QBDT).
The PRIOR AMT column will only display the initial amount you invoiced from the estimate.
For example:
If the estimate amount is $2,000 and you created an invoice for the entire estimate (100%), there will be no amounts displayed in the PRIOR AMT column. If you want to change the estimate from $2,000 to $4,000, the updated amount will appear in the EST AMT column; however, the Prior Amount will still show nothing.
To modify the amount on the invoice, you'll need to manually enter the updated amount in the AMOUNT column.
By doing this, the invoice will be updated to reflect the amount linked with the estimate.
To learn more about progress invoices, check out this article: Set up and send progress invoices in QuickBooks Desktop. If you want to run a report to track your progress invoices, you can find that information in the Reports section of the article.
If you have more questions about progress invoicing or want to customize the report, feel free to click the Reply button below.