Add a normal invoice for progress billing

You can create invoices against the progress billing schedule. You add an invoice for a progress billing item on a sales order or quotation. When you are ready to bill the customer for final payment, you can also create a final invoice for progress billing. For instructions, see the Related Information.

If you create an invoice for time and materials billing or percent complete billing, at least one job must exist that has been created from the related sales order release that has some costs applied to it that have not yet been invoiced. The total cost must be greater than zero.

The system creates a separate miscellaneous line item for rounding adjustments to ensure that the invoice amount matches the progress billing amount. This line item does not show up on the actual printed invoice. For more information, see the Related Information.

To Add a Normal Invoice for Progress Billing Single Line Item

1. Open the Customer Invoices & Credit Memo (ARINV) page.Closed

2. On the Toolbar, click Copy.

3. Select Normal Invoice > Progress Billing > Single

   The Copying Progress Billing window appears.

   Note: The Copying Progress Billing window displays a list of progress billing line items that are due for billing. You can use this to create an invoice for single progress billing line item.

4. Highlight a row and click Select. Or, double-click the row to select.

   Tip: Key the filter criteria in the blank row below the column header to filter the existing records in the grid.

5. Review the invoice date, payment terms, and other settings and make any necessary changes.

   Note: The Unit of Measure (U/M) for invoices created from progress billing will default from the corresponding progress billing sales order.

6. For handwritten invoices:

   a. Select the Hand Written Invoice check box.

   b. If necessary, in the Invoice Number field, type the invoice number.

7. Click Save to save the invoice.

To Add a Normal Invoice for Progress Billing Multiple Line Items

1. Open the Customer Invoices & Credit Memo (ARINV) page.Closed

2. On the Toolbar, click Copy.

3. Select Normal Invoice > Progress Billing > Multiple

   The Copying Progress Billing window appears.

   Note: The Copying Progress Billing window displays a list of orders that are due for billing. Upon selecting an order, another window appears showing the associated progress billing due line items. You can use this to create a single invoice for progress billing line items with the same due date.

4. Highlight a row and click Select. Or, double-click the row to select.

   Tip: Key the filter criteria in the blank row below the column header to filter the existing records in the grid.

5. Review the invoice date, payment terms, and other settings and make any necessary changes.

   Note: The Unit of Measure (U/M) for invoices created from progress billing will default from the corresponding progress billing sales order.

6. For handwritten invoices:

   a. Select the Hand Written Invoice check box.

   b. If necessary, in the Invoice Number field, type the invoice number.

7. Click Save to save the invoice.

The Progress Billing Item field displays the progress billing item number for which you are creating the invoice. If you see this field, you cannot modify or delete the line item. If it is the final invoice for the progress billing item, Final PB Invoice is displayed at the end of the Progress Billing Item field. For instructions on creating final progress billing invoices, see the Related Information.