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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
FritzF
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It's nice to see you again in the Community, @MMLA.

 

Thanks for sharing the complete details of what you want to accomplish in QuickBooks Online (QBO). I'm here to share some insights about how to make this easier for you.

 

Since most of your members don't pay for all the items on the invoice you send them, you can use estimates instead. Sending an estimate is like giving them a quote, bid, or proposal for work you plan to do. Once your members respond, you can now convert the estimate to an invoice and select only the items that they want.

 

To create an estimate, here's how:

 

1. Go to the Plus icon at the top and pick Estimate under Members column.
2. Choose the member's name, then enter the necessary information.
3. Click Save and send.

 

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To add or convert it to invoice, here's how:

 

1. Go to Sales menu at the left pane, then Members.
2. In the Money Bar (multiple colored bars), select Estimate, then locate estimate you've created.
3. Click Start invoice in the right side under the Action column.
4. Choose Add for all the estimates listed you want to invoice, then edit if necessary.
5. Hit Save and send/close.

 

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This should get you pointed in the right direction. You can also check out this article for future reference: Set up and use estimates and quotes.

 

Please let me know how it goes or if you have any additional questions. I'll be here to answer them. Cheering you to continued success!

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