Step 1: Create an Estimate

1. Click Customers in the top menu.

2. Select Create Estimates.

3. Choose the Customer/Job, enter details, and add line items.

4. Click Save & Close.

Step 2: Convert the Estimate into a Progress Invoice

1. Open the Estimate you created.

2. Click Create Invoice.

3. Choose how much to invoice:

   • Percentage of the total.

   • Custom amount per item.

   • Remaining total.

4. Click OK and review the invoice.

5. Click Save & Close or Save & Send.

Step 3: Track and Send Remaining Invoices

1. Open the estimate.

2. Click Create Invoice and bill for the next phase.

3. Repeat until fully invoiced.

Conclusion: By following these steps, businesses can efficiently manage progress invoicing in QuickBooks, improving cash flow and ensuring payments align with project completion. If you have any questions or need further guidance, feel free to engage in the discussion below!