Progress Billing

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.

▪	Entering sales

▪	Changing the status of a sale

▪	Receiving payments

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