If I try to change the percentage of the line items, the invoice will not save and an error appears that states I need to create a new estimate. The invoice appears with the correct amounts listed for each line item for 1-2 seconds, at which point the screen flashes white and then back to an estimate with the full amount of each line item instead of the remaining total. The dialog appears asking if I would like to create with remaining total, percentage of each line item, or fixed amount.

I then open the Estimates tab, select an estimate, and convert to invoice. I insure that Progress Invoicing is active in the Sales tab of the Settings menu. I have Estimates with Progress Invoices associated that were created in the old stye prior to the switch by QB. We still have not been able to create a Progress Invoice since the new layout was implemented and the old layout style has been removed. Just hit the Reply button and I'll get back to you. I'd be happy to assist you more should you encounter any difficulties or have additional questions about progress invoicing in QuickBooks Online. Moreover, I've included an article that'll help you record invoice payments, whether it's a partial or full payment: Record invoice payments in QuickBooks Online. Let me know in the comments below, I'll keep an eye out for your reply. This will help us determine if the issue aligns with the recent reports we've received regarding Progress Invoicing being disabled when attempting to convert an estimate into an invoice. If the same thing happens, I'd suggest checking your Accounts and Settings again and verifying if Progress Invoicing is still enabled. You just have to click on the Customize button on your Invoice page. When creating a template for progress invoicing, be sure to use the Airy New template as this is the only template that works for progress invoices.Īdditionally, be sure to select your created template every time you create an invoice. I'd suggest clicking Save first before hitting Done so the program will acknowledge the changes made. To begin with, I want to make sure that we've activated the Progress Invoicing feature on the Account and settings and that it has been saved correctly. Allow me to assist you further by sharing some information and making sure you'll be able to use progress invoicing in QuickBooks Online. I can see how hard you tried here, Your effort in performing the recommended steps above is truly appreciated and I want to thank you for updating us on the result. Just leave a comment below and I'll get back to you as soon as possible.

I'll be here ready to lend a hand if you have other questions or issue regarding creating a progress invoice in QBO. It might be that the current one you're using has temporary issue with the program. If the same thing happens, you can use other supported browser or device. If this works, I recommend clearing the cache of your regular browser to eliminate piled up data. Once signed in, you can create a progress invoice again. Mozilla Firefox: press Ctrl + Shift + P.This does not store cache which has the potential to become corrupted and cause unexpected behavior. If verified, and you still unable to create one, you can use a private browser to log in to your QuickBooks Online (QBO) account. Before we start, let's first ensure that the Progress invoicing feature is turned on in the Accounts and settings menu. In the meantime, we can perform some troubleshooting steps to determine if this is related to your web-browser. To verify, may I know if you receive any error when creating a progress invoice? That information is a great help so I can provide a timely solution. Hello there, I'm here to help you ensure you'll able to create a progress invoice without smoothly.

Simple invoices reports not working