How to Handle Progress Payment Terms in QuickBooks
1. If you haven’t already, activate progress invoicing at Edit > Preferences > Jobs & Estimates > Company Preferences.
2. Click the Create Invoice button at the top of your estimate.
3. You can create an invoice based on a percentage of the entire estimate or different percentages for each item on the estimate.
4. Enter the terms for the first progress invoice .
5. Create additional invoices for the other progress payments using the different terms. Note: if you are using 2009 or 2010 you can duplicate an invoice by going to Edit > Duplicate Invoice
Written by +Ruth Perryman, CMA, CFE, CFM, MBA





Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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