00:00Let's go.
00:30Hindi naka-check itong close estimates after converting to invoice, babalik at babalik pa rin ang estimates kahit ma-fully
00:37serve po ito.
00:40Ngayon po, meron tayong gagawin na settings para sa estimates na siguradong magkakaroon ng malaki pagkakaiba sa transaction na sales
00:47orders.
00:49Para gawin ito, punta po tayo sa menu bar, tapos click edit, tapos pre-prenses.
01:00Sa jobs and estimates pa rin, galing pong may preferences, lipa tayo ng company preferences.
01:08Dito po sa company preferences, ito yung kailangan natin iset.
01:12Do you do progress invoicing?
01:13I-click lang natin itong yes.
01:16Ngayon po, pag i-click natin itong yes, ito pong close estimates after converting to invoice, mag-i-gray out
01:22po.
01:23Hindi na siya available.
01:25Pero warning po, kahit na-gray out yung close estimate after converting to invoice na option, gumagana pa rin po
01:31yan.
01:33Ibig sabihin, pag pinili natin itong yes, do you do progress invoicing, mako-close pa rin ang estimates pag ma
01:38-fully serve na ito.
01:40Kahit i-check pa natin ito.
01:44Tapos, i-turn yes natin ito.
01:48Gumagana pa rin yan.
01:51Ibig sabihin, pag naka-yes itong do you do progress invoicing, kasama pong gumagana itong close estimates after converting to
01:58invoice.
02:00Linawin ko lang po yan.
02:02Click OK.
02:05Open ulit natin yung homepage.
02:08Ngayon, magkaiba na talaga yung estimate na transaction sa sales orders na transaction.
02:13Pakita ko po sa inyo.
02:15Open natin itong estimates.
02:17Gawa tayo ng estimates.
02:19Para kay Jenny Ramirez.
02:23Kunwari, taglilima lang bibili niya sa atin na egggray.
02:26At ito ay nagkakahalaga ng 105.
02:31Estimate number 2 noong March 6, 2026.
02:35Saving yun na natin.
02:36Or saving close.
02:38Galing estimates,
02:40punta tayo sa credit invoices.
02:42Dahil credit invoices lang,
02:43or invoice lang,
02:44ang pwede mag-serve ng mga estimates.
02:49Piliin natin si Jenny Ramirez.
02:53Gaya ng sales orders na merong available sales orders.
02:57Ang estimates meron ding window ng available estimates.
03:00At ito yung kagagawa lang natin na estimates kay Jenny Ramirez.
03:03Estimate number 2.
03:06Okay natin?
03:08Ngayon po,
03:09pag turn on natin sa do you do progress invoicing,
03:11meron na tayong bagong option.
03:13At ang tawag dito,
03:14create progress invoice based on estimate.
03:17Itong first option,
03:19na create invoice for the entire estimates,
03:20which is 100%.
03:22Simple lang po ito.
03:23Lahat po ng estimates na ginawa natin,
03:25isa-serve natin in full.
03:27Pareha po sa ginawa natin sa previous lesson.
03:31Click mo lang itong OK.
03:33Tapos, ilalagay na lahat dito.
03:34At makikita ninyo meron itong column ng 100%.
03:41Makikita nyo rin,
03:42yung estimate amount at yung amount na column
03:45ay magkapareho kasi nga 100%.
03:49Pag-signive natin ito,
03:50clear na po ito
03:51at hindi na ito lalabas ulit
03:52pag pinili natin si Jenny Ramirez.
03:55Save ko ito.
03:57Pili natin si Jenny Ramirez.
04:00Dahil nga na-serve natin lahat,
04:03hindi na lumabas si estimates.
04:05Yun, pareho sila ng sales orders dun.
04:08Pero, si sales orders,
04:11walang percentage na column.
04:14Ididilid ko po itong invoice natin
04:16para ma-reset natin yung transaction ni Jenny Ramirez.
04:20Tapos,
04:22iserve ulit natin si Jenny Ramirez sa kanyang estimates.
04:26Estimate number 2 pa rin.
04:29OK.
04:31Ngayon po,
04:32galing 100% na create invoice
04:34for the entire estimates,
04:35piliin naman natin itong create invoice
04:37for a percentage of the entire estimates.
04:40Dito sa field ng percent of estimate,
04:43dito natin iseset
04:44yung percentage na iseserve natin.
04:46Kunwari, kalahati.
04:4850.
04:49Pwede nyo pong lagyan ng percent assign,
04:51pero another step na po yun,
04:53kaya medyo hassle.
04:55Kahit number lang po,
04:56OK lang.
04:56Kasi percentage pa rin po
04:58ang gagawin ni QuickBooks dyan.
05:00Pag-set natin ang percentage
05:02sa ating estimate,
05:03klik lang natin yung OK
05:05at makikita natin sa column ni Jenny Ramirez
05:08sa kanyang invoice,
05:09mayroon ng 50%.
05:11Dahil 50% yung sinet natin,
05:14nahati
05:14yung estimate amount.
05:16From 40 naging 20.
05:18From 35 naging 17.50.
05:21From 30
05:22to 15 pesos.
05:25At hindi lang estimate amount
05:26ang nahati.
05:27Nahati din ang quantity.
05:30Dapat 5 ang quantity nito,
05:32pero dahil 50% yung sinet natin,
05:34nahati ito into 50%.
05:35Kaya kalahati ng 5
05:37tag 2.5
05:37sa ating each item.
05:39Hindi ko alam
05:40kung applicable ito sa inyo,
05:41pero maahati talaga
05:42o magkakabutal
05:43yung quantity natin.
05:46So 50% yung isa-serve natin,
05:48save and new.
05:51Pilihin ulit natin
05:52si Jenny Ramirez
05:52at dahil hindi fully serve
05:54yung kanyang estimates,
05:56lumalabas pa rin po.
05:57Klik natin yung OK.
05:58Pilihin pa rin natin
05:59itong option na ito.
06:00Ngayon po,
06:01pagkatapos ng 50%,
06:02ngayon ang ilalagay naman natin,
06:0420%.
06:05Klik natin yung OK.
06:08Makikita natin dito ngayon,
06:09from 50%
06:10naging 70%.
06:11Bakit 70%
06:13at 20% yung sinet natin?
06:15Ipig sabihin,
06:16galing sa ating previous
06:17na invoice
06:17na may estimate na 50%,
06:19dumagdag po ngayon
06:20ang 20% na sinet natin.
06:22Kaya total of 70% na
06:24yung pwede natin
06:24iserve sa ating customer.
06:27Base din po sa 20%
06:29na sinet natin,
06:29yun po ang lumabas
06:31sa ating amount
06:32at quantity.
06:35Nadidetect ni QuickBooks
06:37yung previous percentage
06:38na naserve natin
06:39at yung current percentage
06:40na sinet natin
06:41kaya
06:42nag-accumulate dito
06:43or dumadagdag
06:44sa ating total percent
06:45na column.
06:47Save in yun natin
06:48or save and close.
06:50Balik po tayo sa invoice.
06:52Jenny Ramirez pa rin.
06:55Meron pa rin tayong estimates
06:56kasi hindi pa rin ito
06:57fully served.
06:59Okay natin.
07:02Dito pa rin tayo
07:03na option.
07:04So 70% na yun.
07:06Ngayon po,
07:07kung ilalagay ko dito
07:0830%,
07:10dadagdag kaya ito
07:11sa 70%.
07:15Dadagdag po.
07:16Kaya naging 100% na.
07:18From 50%
07:19plus 20%
07:21plus 30%
07:22naging 100% na.
07:25Dahil nagkaroon tayo
07:26ng butal
07:27sa ating 50%,
07:28nagkaroon tayo ng butal
07:29dito sa ating quantity ngayon.
07:32At ito na po
07:33yung mga remaining amount
07:34sa ating estimate amount.
07:36Ngayon po,
07:37baka
07:37maisip ninyo
07:42kasi 30% na lang
07:43yung kulang natin.
07:45Paano kung magkamali ako?
07:47Kunwari,
07:47imbis na 30%
07:48yung ilalagay ko,
07:49nagkamali ako
07:49naging 60%
07:51kasi nga nakalimutan ko
07:52kung ilan na yung progress niya.
07:54Pag i-click natin
07:55ang OK,
07:56may warning po si QuickBooks
07:58na lalampas tayo.
08:00Huwag po kayo mag-alala.
08:02Pwede nyo i-cancel
08:03para hindi ituloy,
08:05pero pag i-OK ito ninyo,
08:06pagbibigyan pa rin po
08:07kayo ni QuickBooks.
08:10Kaya makikita ninyo,
08:11yung presentation ninyo
08:12lumampas na
08:13ng 100%.
08:14Naging 130 na.
08:16Meron tayong excess
08:17na 30%.
08:21Pero huwag po kayo mag-alala
08:22kung hindi nyo alam
08:23yung progress
08:24ng estimates ninyo
08:25dahil makikita naman natin
08:26ito sa ating reports.
08:27Punta na po tayo
08:28sa menu bar,
08:29dito sa reports,
08:31tapos
08:32Jobs,
08:33Times and Mileage,
08:34tapos piliin natin
08:36itong job progress
08:38invoices
08:38versus estimates.
08:41Dito makikita natin
08:43yung estimate natin
08:44kay Jenny Ramirez
08:48na 70% na.
08:51Ito nga pala
08:52yung last example natin
08:53kay company customer
08:54to na-estimates.
08:55Kaya ngayon,
08:56si Jenny Ramirez,
08:5870% na
08:59yung total na na-serve natin.
09:00Kaya 30% na lang
09:02yung kailangan natin
09:03i-serve.
09:04Kaya po,
09:05gamit ang report na ito
09:06na job progress invoices
09:08versus estimates,
09:09alam natin na
09:1030% na lang yung kulang.
09:17Kaya pag-generate natin
09:18kay Jenny Ramirez
09:19sa kanyang estimates
09:20dito sa invoice,
09:22malalagay natin
09:23sa option dito
09:24na 30% na lang yung
09:25kailangan natin ilagay
09:26para ma-fully serve na.
09:28Or depende sa inyo,
09:30at least mayroon tayong
09:30guide sa report.
09:32Click OK.
09:34At ayun,
09:35100% na nga.
09:37Tapos,
09:38save and new.
09:40Pili natin si Jenny Ramirez.
09:41Wala ng available estimates.
09:44Kasi nga,
09:47kahit naka-gray out
09:48itong close estimates
09:49after converting to invoice,
09:51dahil nag-turn yes tayo
09:54dito sa
09:54Do Your Progress Invoicing,
09:56active po ito na option.
10:01Tapos,
10:02kung titinan po natin
10:03sa ating reports,
10:05dito sa Jobs,
10:06Times and Mileage,
10:08itong,
10:09itong Job Progress Invoices
10:11versus Estimates,
10:13makikita natin dito
10:14na fully serve na
10:16yung estimates
10:17ni Jenny Ramirez
10:18gamit po ang invoice
10:19or create invoices
10:21na transaction.
10:28Kaya yun po
10:29ang malaking pagkakaiba.
10:30ng estimates na transaction
10:32sa sales orders na transaction.
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