Invoicing from an Estimate
An invoice XE "invoice:progress" may be generated from an estimate, once you are looking at the estimate. First display the customer:job list, XE "invoice:from estimate" and at the bottom click
Activities|View Estimate. The
next step varies with the QuickBooks
version. Beginning with
QuickBooks Pro 5, these invoices are linked
back to the source estimates. In the
earlier versions, it is useful to track
invoice creation by entries for the purpose.
should be inspected on every window or box where it appears.
Nearly all of the content of the
Estimate will be copied to the invoice, where
it may be changed if desired.
QuickBooks Pro 4 and 3.1:
The estimate itself contains no
information about estimates having been
created. The Memo
can be a useful vehicle for information about invoicing status. The fact of invoicing can be noted in the estimate, before creating the invoice. When the invoice appears, the memo can be changed, as needed. A suitable
can also be selected on the invoice.
The window below will appear if you have selected the preference
Progress Invoicing. Otherwise,
one of several other windows will appear, but
any of them can easily be handled by any
This window is a pre-invoice, and shows the estimate and summary of prior invoicing. Amounts for the current
bill may be entered. If any items are taxable, the tax will not be displayed, but is included in the total. Zero
amounts will appear on the invoice screen. Printing of zero amounts is controlled by a selection in
File|Preferences|Jobs & Estimates.
and the invoice will appear. Check the date.
handling varies with version. QuickBooks Pro 5 links the invoice back to the estimate, including
changes in any numbers.
Customer Message and Memo
deserve attention, especially in the earlier versions
. When the invoice is correct, click