1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Progress Invoices
  5. Creating Invoices from Fulfilled Progress Sales Orders

Creating Invoices from Fulfilled Progress Sales Orders

Many service businesses use progress billing to bill for portions of projects as they're completed.

A progress sales order is a commitment to perform services. It doesn't affect your accounting until the work is done and you turn the order into an invoice. With advanced shipping, your shipping and accounting departments use separate processes for fulfilling and billing sales orders.

With progress billing, you can create and approve a progress sales order. When a portion of the project is done, fulfill the progress sales order. Then, create a progress invoice for a percentage of the total cost. Progress sales orders need to be billed individually.

First, fulfill part or all of a sales order, and then create an invoice for the percentage of services you've completed. If you finish only part of an order, you can later fulfill and create an invoice for the rest of the order.

To fulfill a sales order, go to Customers > Sales > Fulfill Orders.

To create an invoice from a fulfilled progress sales order:

  1. Go to Customers > Sales > Bill Sales Orders.

  2. Select the customer whose sales order you want to turn into an invoice.

    Open and fulfilled sales orders for that customer appear at the bottom of the page.

    If you only partially fulfilled a sales order, you bill for only the parts of the order you've fulfilled.

  3. Click the date next to the sales order you want to bill.

  4. Click Bill.

    The sales order you've selected appears as an invoice or cash sale to save.

  5. Under Primary Information, in the Custom Form field, select Standard Progress Invoice.

  6. Click Save.

When you have completed another portion of the sales order, fulfill the sales order and repeat the above steps to bill the sales order again.

To accept a customer payment for an invoice, go to Customers > Accounts Receivable > Accept Customer Payments.

Related Topics

General Notices