Account Keeping Plus – Business Administration, Bookkeeping, Compliance News & Tips MYOB Reckon Quickbooks Xero Software Training Small Business

Making Business Books and Accounting Come Alive! MYOB Reckon Xero

Quickbooks – Bill Clients from Progressive Quote/Estimates

Leave a comment

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)


Author: Account keeping plus (Business accounting software

Administration, Bookkeeping and Compliance for small business, and Self-Managed Super Funds (SMSF) Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, Free support 30 min call 0407 361 596 Australia (+61 drop 0 from overseas) MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s