Setting up Progress Invoices in QuickBooks Online
Learn how to send invoices over time as you work off an estimate in QuickBooks.
Progress invoicing allows you to divide an estimate into multiple invoices, enabling you to request partial payments from customers as you progress through a project. By adding items from the original estimate to these progress invoices as work is completed, you can maintain organized and connected project payments from beginning to end.
Easy example: A $9,000 estimate could be broken into 3 invoices of $3,000 each. As those smaller invoices get created, they will be picked up by Biller Genie and sent for payment as normal.
Want to give it a try? You can follow the detailed instructions on the QuickBooks site, here.