Creating Progress Sales Orders
Service businesses often use progress billing to charge for parts of a project as they're finished.
With progress billing, you create and approve a progress sales order. After part of the project is done, you fulfill the progress sales order. Then, you create a progress invoice for a percentage of the total cost.
To create a progress sales order:
-
Go to Opportunities > Transactions > Sales Orders > New.
-
In the Custom Form field, choose Standard Sales Order – Progress Billing.
-
In the Customer field, select a customer.
-
Enter the date (default is today's date).
-
Select the status of the transaction: Pending Approval or Pending Fulfillment.
The default status is set in your company’s accounting preferences.
-
On the Items subtab, add items to the sales order.
To add an item, select it in the Item column, enter the quantity, and click Add. You can add more details for each item, like inventory settings or expected ship date. See Adding Items on a Sales Transaction for more information.
-
On the Billing subtab, select billing terms in the Terms field.
-
Add any other necessary details. You can enter general information in the sales order header. You can also add details about shipping, billing, payments, accounting, relationships, and communication:
-
Click Save, or choose one of these options:
-
Click Save and Accept Deposit to save the sales order and open the customer deposit transaction.
-
Click Save & Print to save the sales order and print it.
-
Click Save & Email to save the sales order and email it.
-
Click Save and Fulfill to save the sales order and open a fulfillment transaction.
-
You can approve a pending sales order at Opportunities > Transactions > Approve Sales Orders. When a portion of the approved sales order has been completed, you can invoice for the percent completed by going to Transactions > Sales > Fulfill Orders (Administrator).