Manual Progress Billing

Progress Billing is an invoicing method for One-Off Jobs that allows you to bill clients based on completed work or as needed. Created with Design/Build in mind, this feature gives you more control over the invoicing process. It allows you to review the progress of a Job and manually create invoices as needed or create a Milestone and bill their clients as those milestones are reached. Progress Billing can only be used for One-Off Jobs or for One-Off Jobs that have been split into multiple visits.

Manual Progress Billing is ideal if you need flexibility in selecting which Items to include on each invoice. This option allows you to create customized invoices that don't need to match the Job's Line Items directly. With Manual Progress Billing, you can include both existing Items from the Job and/or new, ad-hoc Items, assigning any dollar amount up to the Job Total. 

In this article:

Enable Manual Progress Billing on a Job

Generate Progress Billing Invoice

Manual Progress Billing Video

Enable Manual Progress Billing on a Job

1. Navigate to either the  Proposals page , Active Jobs page, Completed Jobs page, or Approved Jobs page
2. From any Job page, under the Progress Billing section, check the box next to Enable Progress Billing.
3. Once Enable Progress Billing is checked, the Progress Billing Types will be displayed. Select Manual.
4. Enter Invoicing Notes (optional)- Invoicing Notes are for internal reference, only. If the client needs notes about how they will be billed, enter this information into Client Notes (optional)- Client Notes will show on the client's proposal and invoice.
5. Once you are finished setting up the job, select Save & Close

Generate a Progress Billing Invoice

Invoices for Jobs with Progress Billing must be manually generated. Please follow the steps below to manually generate an invoice for Jobs with Manual Progress Billing enabled.

1. Navigate to: Invoices
2. Click More in the top right corner and from the dropdown, select Progress Billing
3. On the Progress Billing Invoices page you will find a list of Jobs set up with Progress Billing that still have an un-invoiced amount. Once the un-invoiced amount is reached, those Jobs will disappear from this page. To generate an invoice, select + Invoice (under Actions).
4. Select + Add Item to manually add Items to the invoice. 
   *Note: If Visit-Splitting is used on the Job, Items from completed visits will pre-populate on the invoice (see video below). These Items can be removed if needed. For more information on using Visit-Splitting, check out this Help Center article.
5. You will be required to select an Invoice Date.
6. Make any changes to the Items, quantities and totals then select Save & Close. This will generate the Invoice, sync to QuickBooks, and is now ready to be sent to your client.

This Invoice can be found on the  Invoices page

Manual Progress Billing Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.