hi this is Brad Yochum I'm the owner of QBcure and today we're gonna go over a
QuickBooks Online Progress invoicing so one of the great things that QuickBooks
Online created was progress invoicing a lot of our clients have been asking for
it and now that it's here it's a great feature let me show you how it works
we are using the Craigs design and landscaping services which is a
quickbooks online sample company that anybody can go into and play around with
and kind of create things to see what's happening let me show you how the
progress invoicing works if you hit the gear icon and you go into accounts and
settings and click on sales you'll now see a section called progress invoicing
so I'm going to check that off and turn it on and save that and let's show how
that works so if we go into let's just create an estimate if we go into create
an estimate and we'll just choose bills wind surf shop and I'll create let's see
sprinkler heads and let's just say six quantity and ten dollars the rate and
I'll choose a second item the pipes yeah we'll choose four of those and at
ten dollars so now we're gonna have a hundred dollar estimate so we'll save
this and you'll see right here it's got estimate its pending and it's pending
because it hasn't been invoiced in full so if we click on this and we say create
an invoice now you see the progress invoicing fields you can do total of all
estimates you can do a percentage you can do a custom amount for each line so
let's just say we're gonna bill out 40 percent and we'll create an invoice
now you could see the invoice now if you wanted to change your mind and say oh I
don't want to do a percent I want to do a dollar amount and you can change that
right from the invoice screen so you can do percent or dollar amount for each of
the line items it's a great feature so if I'm gonna save this and now you'll
see we have an estimate for the hundred dollars which is now accepted because
now an invoice that's been created and forty dollars it's showing open because
it hasn't been paid yet but now we want to build out the remaining sixty dollars
and let's say a remaining total of all lines so now it's creating the sixty
dollars remaining and if we save that
and we'll get X out of here and now this estimate now shows closed because
everything's been billed out for that estimate so that's how progress
invoicing works again a lot of our clients have been asking for it and it's
a great feature I hope you guys check it out thanks for attending if you want
further information check out our website at www.qbcure.com
you