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Quickbooks – Bill Clients from Progressive Quote/Estimates

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After a client accepts a quote/estimate, you can bill your clients in stages. Follow these steps (> means click) –

First turn on “Progress an Invoice” as follows >Edit > Preferences >Company tab, >Another Standard Invoice Design: Progress Invoice >Save/OK

>Customer Centre >Estimate and create invoice (if you are a professional service, at the top RHS change to Proposal form

Once accepted and stage 1 is ready to invoice >Invoice type the Customer/job name, wait a screen appears with Avaialble Estimates, choose the one you want >OK

In the Create Progress Screen, choose: whether you want entire, percent or selected items >OK

Specify amounts for the items >choose:  quantity and rate +/or:  show % >OK

Check the invoice

Add more items if required

Subsequent invoices will accrue the previous invoiced amount(s)

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Author: accountkeepingplus

Administration, bookkeeping and compliance for small business, Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, free support MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

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