Set up progress billing

Progress billing allows you to periodically bill a customer for milestones. Setting up progress billing is a three-step process.

To set up progress billing

1. Select an unearned revenue account for progress billing. How?

2. Select a type of progress billing for items on the Quote (QUOTE), Sales Order (SO), or Sales Release (SORELS) page.
   There are three types of progress billing:

   • Periodic billing
   • Time and materials billing
   • Percent complete billing
     For instructions, see Related Information.

3. Define information for the type of progress billing.
   For instructions, see Related Information.

   The following list includes instances when you can apply progress billing and when you cannot change the progress billing type:

   • If the quote or sales order is in the Started status, you can select a type of progress billing for new or existing items or releases.
   • If the quote or sales order is in the Open status, you cannot
     • Add items with a progress billing type.
     • Change the type of progress billing.
   • If the sales order release has been invoiced, you cannot change the progress billing type until you credit or void the invoice, and put the sales order on hold.