Create progress invoices for fixed fee jobs

Available in Microsoft Office Accounting Professional 2009 only.

If you are not charging for time and materials for a job, and you want to invoice in phases, you can create a quote for the job. With a quote, you can invoice for the percentage of the job that is complete, although you can also invoice for the whole amount. You do not have to send the quote to the customer. You can use it just to generate progress invoices.

Using progress invoices links the progress on the job to the quote, so you can track the quote on the Job Estimates vs. Actuals Detail or Job Estimates vs. Actuals Summary report.

  1. On the Customers menu, point to Customer Lists, and then click Quotes.

  2. Double-click the quote.

    Note: The quote must have a Job name selected.

  3. On the toolbar, click Convert to, and then click Convert to Progress Invoice.

  4. Enter the information in the Specify Progress of Quote dialog box.

  5. Click OK.

  6. A new invoice appears with all the information from the job and a line item for the progress percentage for the items on the quote. The status of the invoice is Not Paid. Enter the information on the Invoice form.

  7. On the toolbar, do one of the following:

    • To close the form, click Save and Close.

    • To create another invoice, click Save and New.

  8. When it is time to create the next progress invoice, follow the same procedure. The Specify Progress of Quote dialog box shows the percentage of the quote remaining.

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