Creating Invoices from Progress Sales Orders
Many service businesses use progress billing to bill for portions of projects as they are completed.
When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled, and a progress invoice is created for a percentage of the total cost.
Without advanced shipping, you use a single process to fulfill and bill progress sales orders. Fulfilling a progress sales order automatically creates an invoice from the sales order. Progress sales orders must be fulfilled individually.
If you use advanced shipping, there are separate processes for fulfilling progress sales orders and creating corresponding invoices. For more information about advanced shipping, read Fulfilling Progress Sales Orders Using Advanced Shipping.
To create an invoice from a progress sales order:
-
Go to Customers > Sales > Fulfill Orders.
-
Select the customer you want to create an invoice for.
Open sales orders for that customer appear at the bottom of the page.
-
Click the date next to the progress sales order you want to create an invoice for.
-
Click Bill.
-
Under Primary Information, in the Custom Form field, select Standard Progress Invoice.
-
Click the number of the line item you want to change, in the Current % field, enter the percent of the sales order to be billed, and then click Done.
-
Click Save.
When you have completed another portion of this project, repeat the above steps to fulfill and invoice the sales order again. You can repeat these steps as many times as necessary to fulfill the entire sales order.