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Sales > Progress Billing
Progress Billing
Progress Billing enables you to create an invoice from a quote by billing your customer for a percentage of the original quote or a quantity, rate, or amount for each line item.
AccountEdge will track the amounts previously billed. This enables you to bill for overages, change orders, and expenses.
To track Progress Billing
1
Go to the Sales command centre and select Enter Sales.
2
Select Progress Billing Quote and enter all information.
3
Click Save Quote.
4
Go to the Sales Register and select the Quotes tab.
5
Double click the quote to open the Progress Billing Quote. Any changes made on the quote can be tracked, if the Sales preference is selected.
6
From the actions menu select a task from a list of actions to view the progress billing details.
To create an invoice from a progress billing quote
1
Go to the Sales command centre and select Sales Register.
2
Select the tab and double click the progress billing quote.
3
Click the actions menu and select Create Invoice.
4
Choose to create an invoice using:
a
remaining percentages and amounts;
b
a percentage of entire quote; or
c
lines individually
5
Click Create Invoice. The Sales - New Invoice window appears.
To view progress billing details
1
Go to the Sales command centre and select Sales Register.
2
Select the tab and double click the progress billing quote.
3
Click the actions menu and select View Progress Billing Information. The View Progressing Billing Information window appears.
Related Topics
▪
Entering sales
▪
Changing the status of a sale
▪
Receiving payments
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