Progress Billing

Progress billing is an invoicing method for one-off jobs that allows you to bill clients based on completed work. 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. 

Important Note: Currently Progress Billing is not compatible with Deposits. Support for this feature will be released in the future. 

Progress Billing can only be used for One Off jobs or for One Off jobs that have been split into multiple visits. 

 

How To Enable Progress Billing on a Job

To enable progress billing, scroll down on the job creation screen and check Progress Billing, as shown below:

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Once enabled, you'll be able to choose either Manual or Milestone Billing.

 

Progress Billing Types

Manual Billing: This setting is best to use if you want to select which items should be included with each invoice manually

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Milestone Billing: This setting allows you to set specific milestones based on the total price of the job, either by dollar amount or by percentage of the total amount. 

 

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In order to complete items from this job, you'll use the Split Visit Feature to select which items need to be split into separate visits. This can either be done ahead of time, or as the items are completed. 

If you have questions about how to Split a Visit check out the Help Center Article!

 

Once the proposal is accepted, a job with Progress Billing enabled will show in the Progress Billing Invoices page. You can access by going to Invoices -> Progress Billing Invoices.

Note: It can take approximately 5 minutes after being accepted for the job to show in the Progress Billing section

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Walk Through to Generate Manual Progress Billing Invoice

Once items on a job have been split off and completed, then they can be added to the invoice. Click the green Invoice button, highlighted below to get started.

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Items from the job that have been split off an completed will automatically generate here. You can also add any additional items or item groups.

Make any changes to the items, quantities and totals then Save & Close.

 

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This will generate the invoice and it will now be ready to be sent to your client.

 

Walk Through to Generate Milestone Progress Billing Invoice

Just like with manual billing, once items on a job have been split off and completed, then they can be added to the invoice. 

Click the green Invoice button, indicated below to get started.

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The Milestone Schedule that was entered on job creation will appear. Invoices can only be generated in the correct order. You can always go back to the job and edit the milestones there. 

 

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Clicking the available Invoice button will open up the Create Invoice screen. Like with manual billing, it will pre-populate with all the items that have been split off and completed. 

You can edit the items by either deleting them off the invoice or by adding new items or item groups. mceclip11.png

Important Note: The Total Price of all the items on the invoice have to add up to the Total Price of the milestone, which is displayed in the upper right hand corner of the screen, under Total Price. This may require you to adjust the price or quantity of the items on the invoice. 

Set an invoice date and choose Save and Close to generate the invoice. 

 

 

 

 

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