Generally I do an estimate as you suggested and convert it in to an invoice but split over a few invoices. Each invoice has a different description and like to do them all at once (paper work day) and send them when needed.

I have them future dated but it gets very cluttered especially if I miscalculated the future date and they becomes overdue and also stuffs up reports.

RenjolynC

Level 9

I have a workaround that you can try, info341.

You'll want to create an invoice and save it as a PDF. Note: This will save the invoice in the customer transaction list, but you can delete it after. Then, re-create the invoice when it's time.

Here's how you can do it:

On the left panel, click Sales and select Customers.
Click the customer's name, and select the New Transaction button.
Select Invoice and enter the information.
Click the Print or Preview button, and select Print or Preview.
In the Print preview window, click the Print icon to printer settings.
Under Destination, click the Change button.
Select Save as PDF.
Click Save.

I'm adding this screenshot for reference:

Once done, close the Print preview window. To delete the invoice, click More located at the bottom and select Delete.

You can always reach out to us if you need more help with customer transactions in QuickBooks. Thanks.

jsteen

@info341 you can do this now with [removed]. You can integrate with QBO, save invoices as drafts and then push them to QuickBooks when you're ready.

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