Create Progress Billing Invoice
in progress
idan kadosh
Merged in a post:
Progress Invoicing?
Western Slope Office Solutions
According to Google's AI, I should be able to enable progress invoicing in features, but there is not an option for this.
Progress invoicing for large jobs is a MUST!!!!!!!! I MUST have this feature.
This costs more time and money to not have it when we have large jobs, then we have to manually track it.
Unfortunately if I create this invoice in QBO, it will create other issues.
Please fix and enable immediately.
Cristina Rogers
there is this option. you have to workiz to have it available in your features, then enable it
Michael Hunter
Cristina Rogers I do not see this option
Cristina Rogers
Michael Hunter again you have to ask workiz to make it available to you first.
Michael Hunter
Cristina Rogers I had to have WorkIz set it up for me on their end. It didnt show on my features.
Heather Harris
Agreed! Currently we bill all large projrcts out of QBO. Then as we recieve payment, i enter in Workiz(that at least keeps us with the actual total owed accurate there). But it is a headache having to invoice in 2 systems.
Stephen Racette
Yes!
Jerry Herron
Yes, this is another needed one. I am forced to write up individual invoices as I go through a big job which throws off my book keeping.
idan kadosh
in progress
idan kadosh
Hi Folks, looking to have more conversations with users around our progress payment solution.
Please ping me if you would like to provide more feedback by replying to this message.
idan kadosh
Merged in a post:
Progressive Billing multiple invoices
Dave Charlemagne
ability to create multiple invoices in progressive billing for commercial clients. It's difficult to submit the same invoice to their accounts team requesting payment or a draw request with the same invoice number.
idan kadosh
Merged in a post:
Invoice split
Business Operation
We have deposit requirements for most of the jobs. Some of our clients require a separate invoice for the deposit (with an invoice number XXXX-1), and the final invoice with a different number (for example, XXXX-2).
You have the feature to mark the deposit amount/percentage in the Estimate section, but no such feature when the estimate is copied to the job items and when the invoice is created.
Automate invoice split/numbering if the payment is received in parts.
Ariana Martinez
Yes please!
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