---
title: "Create progress bill"
slug: "create-progress-bill"
description: "Learn how to use progress billing for invoicing projects, including steps to track progress, manage payments, and handle customer certifications effectively."
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:51:03Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/create-progress-bill"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create progress bill

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

### Steps

1. Go to **Project management and accounting** > **Journals** > **Progress bill** > **Project**.
2. Click **New**.
3. In the **Progress bill journal name** field, enter or select a value.
4. In the **Project ID** field, enter or select a value.
5. In the **Invoice date** field, enter a date.
6. Click **OK**.
7. Fill in the **From date** and **To date** to define the period to which the progress bill applies.

In the **From date** field, enter a date.
8. In the **To date** field, enter a date.
9. In the list, find and select the desired record.
10. Enter the progress that's made during the defined period.

In the **Progress %** field, enter a number.

> [!NOTE]
> Note
> 
> You can report progress by filling any of these fields:
> 
> - **Current progress quantity**
> - **Progress %**
> - **Progress amount** (not applicable for lines of type **Detail**)
> 
> Based on the entered value the values for the other two of these fields are calculated.
> 
> You can also enter a progress quantity for a (sub)project in one go. To do so, select the (sub)project and click **Apply progress**. Fill in the percentage and click **OK**. The progress percentage is applied to all lines of type **Standard** and **Summary**.
11. Mark completed lines as completed in the progress bill. To do so, select the **Completed** check box. As a result, if the line type is:

> [!NOTE]
> Note
> 
> You cannot edit completed lines. However, if required, you can clear the **Complete** check box and make changes.

Select the **Complete** check box.
  - **Standard** or **Summary**, the **Progress amount** is automatically calculated (Bid value - Claimed amount) and filled in.
  - **Detail**, the **Progress quantity** is automatically calculated (Forecast quantity - LTD quantity) and filled in.
12. Close the page.
13. Close the page.
14. Go to **Default dashboard**.

> [!NOTE]
> Notes
> 
> - You can have only one open progress bill for a project.
> - If required, you can override the automatically calculated:
>   - **Retention amount**. You can also lock it for updates.
>   - **Project progress percentage**.
> - If applicable, you can deduct a part of the prepayment (customer advance).
> 
> To do so, fill in the amount to deduct in the **Prepayment - Deduction** field.
> 
> If you post the progress bill, the invoiced amount is the progress amount minus the deduction amount.
> 
> The **Prepayment - Claimed** is updated accordingly.
> - If a customer has rejected the progress bill because he doesn't want to pay the full progress quantity, you can enter the quantity the customer does want to pay for in the **Certified quantity** field.
> 
> As a result, the quantity that is not certified by the customer is automatically added to the **Uncertified quantity** field.
> 
> In a next progress bill for the project, the uncertified quantities till now, are summed in the **Previous uncertified quantity** field.
> 
> To invoice a previous uncertified quantity, make the **Certified quantity** larger than the **Current progress quantity**.
> - If the project is created from a project execution quotation, the progress bill is based on the project execution quotation WBS.