Change type of progress billing

During the billing cycle, there is a point at which you cannot apply progress billing. When the status is Open for a sales order, you cannot change the type of progress billing or add a new progress billing line item.

To change a type of progress billing

1. Open the quotation or sales order.

2. Click the Items tab and open the item.

   If it is a multi-release item, click the Multi-Release checkbox.

3. On the Toolbar, click Save.

4. Click the Progress Billing Type arrow and select the required type in the Shipping/Billing Info tab.

5. Click Save to keep your changes.

   Click Cancel to discard the changes.

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