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Chapter 8. Job Cost Estimating and Tracking > Invoicing Against an Estimate

Invoicing Against an Estimate

After you have an estimate in your QuickBooks file, you can refer to that estimate when you're ready to prepare an invoice. When you prepare an invoice for a job that has been estimated, you have the option of invoicing for the complete estimate, a percentage of the estimate, or specific items on the estimate. The concept of invoicing a portion of the estimate is called progress invoicing. With progress invoicing, you invoice the customer as the job progresses as opposed to waiting to invoice when the entire job is completed.

Prepare an Invoice for 100% of the Estimate

Press Ctrl+I to open an invoice form.

Enter the name of the customer and, if applicable, the job. If an estimate exists, the Available Estimates window appears.

Click the estimate against which you want to invoice.

Click OK.

Select the option to create invoice for the entire estimate (100%).

Click OK; the amounts from the estimate are entered on the invoice.

Verify that all amounts on the invoice are correct. Make any necessary changes in the white columns on the invoice.

Select a save option to complete the invoice.


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