Use progress billing

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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.

Progress bill helps to temporarily claim the revenue internally before the customer has approved the progress bill.

As a result, a fee journal is posted, which can be reversed when required for a financial impact.

Note

  • To apply progress billing to a (sub)project, on the related project quotation WBS, the Use progress billing check box must be selected for the related WBS project line.

  • Progress billing requires a scheduled unit, a forecast quantity, and a bid rate for each activity.

  • The sum of the progress amounts of all lines is the total progress amount to be invoiced.

  • Only one open/active progress bill can exist per root project.

Flow diagram