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Hi, @GBE.
I'll share some information and workaround about using the .docx format in progress invoice in QuickBooks Online (QBO).
Yes, you can still customize and use the .docx format in your progress invoice. What you'll need to perform is to delete and recreate the progress invoice, not from the estimates. Please make sure that you create the invoice separately, not from the estimate.
Sample screenshots for the separate transaction:
To delete here's how:
- Go to the Sales tab, then choose Customers.
- Locate the separate invoice created.
- Hit More on the bottom part, then tap Delete.
You can also click the blue linked transaction(s) to see the invoices you’ve already created on the original estimate.
Additionally, run the Estimates & Progress Invoicing Summary by Customer report. This way, you can review the complete list of all estimates and connected progress invoices. Then customize it to show the exact customer's data.
Please browse through this article about handling your customer's transaction and other related topics: Sales and customer.
You can count me in if you need anything else. I'm glad to help.