Hello there, c-liversidge,
You can create an estimate. After the work is done and you're ready to bill the customer, you can add data from the estimate to an invoice.
Here's how:
- Click the Plus icon.
- Select Estimate.
- Add the customer's name.
- Verify the estimate date.
- Enter the Service Date, Product/Service, Description, Qty, Rate, Amount & Customer message.
- Save.
Check this article on how to add an estimate to invoice: Set up and use estimates and quotes.
Once you receive the payment, you can check this article on how to add bank deposits: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-record-bank-deposits/m-p/18556....
Please feel free to leave a comment below if you need any further assistance.