Today, in this blog, we will know the procedure to add project estimate summary in QuickBooks Online to progress the invoice. Read the blog till the end carefully without spiking any steps, if you are interested to get more knowledge regarding the QuickBooks accounting software.
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If you did some projects for your customers and bill them on the go to the invoicing progress, and want to include an estimate summary on their invoices, then you can do this in QuickBooks. This advantage can keep your customers in the loop and tells them how much they have been invoiced for their projects.
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Procedure to Add Project Estimate Summary in QuickBooks Online to Progress Invoice
Here we have provided the details for you which will help you in doing this process and also tell you that this is an easy way. You just need to read and follow these steps carefully. After that you will surely complete this process:-
Step 1: Turn On Progress Invoicing and Create an Invoice Template
You need to turn on the progress invoice if you have not already. And then you need to follow steps 1 and 2 ( given below) to set up a progress invoice and create a template using the classic style of ventilated. Then come on the below steps, and follow them carefully.
Step 2: Add Estimate Summaries to Your Invoice Template
When you want to add estimate summaries that time you can go back into the Custom Form Styles menu to add estimate summaries. Follow the given details carefully:-
- First, you need to go to the Settings icon from any page, and then click on the option of Custom Form Styles.
- Then, click on the Edit option to update your existing progress invoicing template.
- Click on the Content tab. And then choose the pencil icon on the third section of the form.
- After that, you need to check the Estimate summary checkbox.
- And at the last, click on the Done option to save your work.
When the all above process is complete then you can estimate summaries will now appear at the bottom of invoices using this template.
Step 3: Set the Default Invoice Template
If you want to use your new template to send progress invoices. And also if you send lots of progress invoices, then we recommend using this as your new standard template for all invoices. Follow these given steps:-
- First, you need to go back to Custom Form Styles.
- Then, choose the arrow in the Action column next to the template, and then select Make default.
If you only want to use this template for progress invoices, then you need to click on Customize directly on the invoice form to change the template.
Step 4: Add Estimate Summaries to Printed Invoices
The steps above only add estimate summaries to emailed invoices. If you want to add them to printed invoices, then you need to follow these steps:-
- First, go to the Sales menu and then click on the All Sales tab.
- And then, you need to find and open an invoice.
- After that, click on the option of Customize. And then choose the template with the customizations you made in “Step 1: Turn on progress invoicing and create an invoice template.”
- Click on the Print or Preview option to preview the layout.
- And when you’re ready to print, then at the last, click on the Print option.
The Bottom Line
Hope you enjoyed the article, and now you are able to add a project estimate summary in QuickBooks Online. We have tried our best to describe the details very clearly still, if you have any doubts then you can take our ProAdvisor support without any hesitation. Our expert team members will try to provide the best and instant solution for your doubts, and queries.