Using Progress Invoicing
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 invoice, you must first create a progress sales order. Without the corresponding sales order, a progress invoice is not recorded correctly. For more information about creating a progress sales order, read Creating Progress Sales Orders.
If you use advanced shipping, there are separate processes for fulfilling progress sales orders and creating corresponding invoices. For more information about advanced shipping, read Creating Progress Sales Orders.
If you do not use advanced shipping, you use a single process to fulfill and bill progress sales orders. Fulfilling a progress sales order automatically creates an invoice from the sales order.
To create an invoice from a progress sales order:
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Go to Billing > Sales > Bill Sales Orders.
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On the Bill Sales Order page, select the customer you want to create an invoice for.
All open sales orders for that customer appear in a list on the page.
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In the Process column, click Invoice next to the progress sales order you want to create an invoice for.
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Under Primary Information, in the Custom Form field, select Standard Progress Invoice.
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On the Item subtab, enter the percentage being billed in one of two ways:
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Click the number of the line item you want to change.
In the Current % field, enter the percentage of the sales order to be billed for, and click Add.
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Click Fill %.
Enter the percentage that all line items are to be billed for, and click OK.
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Click Save.
When you have completed another portion of this project, repeat these steps to fulfill and invoice the sales order again.
To accept a customer payment for the invoice, go to Customers > > Accounts Receivable > Accept Customer Payments.