Creating Progress Sales Orders
Many service businesses use progress billing to bill for portions of projects as they are completed.
When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled. Then, a progress invoice is created for a percentage of the total cost.
To create a progress sales order:
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Go to Opportunities > Transactions > Sales Orders > New.
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In the Custom Form field, choose Standard Sales Order - Progress Billing.
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In the Customer field, select a customer.
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Enter a date for the transaction. The current date is entered by default.
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Select the status of the transaction: Pending Approval or Pending Fulfillment.
The default status is determined in your company’s accounting preferences.
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On the Items subtab, add items to the sales order.
To add an item, select it in the Item column, enter the quantity, and click Add. You can enter additional details for each line item such as an inventory commitment setting, order priority, or expected ship date. See Adding Items on a Sales Transaction for more information.
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On the Billing subtab, select billing terms for this order in the Terms field.
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Enter additional information as necessary. You can enter general information in the sales order header. You can also enter information related to shipping, billing, payments, accounting, relationships, and communication:
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Click Save. You can also do one of the following:
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Click Save and Accept Deposit to save the sales order and open the customer deposit transaction.
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Click Save & Print to save the sales order and print it.
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Click Save & Email to save the sales order and email it.
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Click Save and Fulfill to save the sales order and open a fulfillment transaction.
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You can approve a pending sales order at Opportunities > Transactions > Approve Sales Orders. When a portion of the approved sales order has been completed, you can invoice for the percent completed by going to Transactions > Sales > Fulfill Orders (Administrator).