Progress Billing Instructions

This document outlines the process of creating a progress billing in the accounts receivable system. The procedure involves navigating to the appropriate section, selecting the desired job, and configuring necessary billing details. Follow the steps below for a seamless experience.

Step 1

To create a progress billing, navigate to the accounts receivable section and select billings. Alternatively, you can use the quick find feature to quickly locate and add the progress billing. Once on the progress billing page, you will see all the jobs that have budgets set up for progress billing.

Step 2

A job is eligible for progress billing if it has at least one or more line items with a progress billing budget configured. Upon selecting a job, several fields will auto-populate, including the customer information, billing number, retention details (if configured), and all line items with their respective current budgets and completion percentages.

Step 3

At this stage, you can specify the amount for the current period or simply adjust the completion percentage. For example, if you change a line item from 75% to 85% and another to 90%, the system will automatically calculate the period amount. Additionally, you can configure material stored percentages or retention if desired.

Step 4

In this scenario, a retention of 15% is configured, which auto-fills the current retention percentage. You can attach files to view specific work related to this progress billing. Additional information such as application date, period, or architect number can be added to create the progress billing efficiently.

Step 5

After creating the progress billing, navigate to it. It will initially be in a pending state, allowing you to make further changes. You have the option to group the items by phase or view all the line items individually.

Step 6

In this section, you have the option to delimit or group by change orders, allowing you to distinguish between base contract line items and those associated with change orders. Once the billing is finalized, you can post it to permanently save the details. You have the option to email it to a customer, view the proof listing, and print various templates such as the G703, which provides a structured PDF with detailed billing information.