Progress Billing Overview

Progress Billing provides a way to bill your customer incrementally for an order. An order's deliveries may depend on the job site schedule, rather than when items are available. You can divide the order total into pieces, or increments, and bill the customer progressively. Ultimately, instead of billing on material that has shipped out, you can base your billing on the progress of the order. For example, you want to get 25% of the order bill up front before any shipments have been made and then divide the remaining total into 3 billing cycles so that a quarter of the order is due at each check point.

Note: This functionality does not replace single invoicing, but allows for more flexibility.

You apply progress billing to standard or direct orders. Create the sales order normally and then convert the sales order for progress billing. The system takes into account all taxes and fees before configuring the progress billing. After selecting the number of billings, the system divides the order total evenly. You can alternate the billings, amounts or percentages, as needed.

Note: Progress Billing generations do not display in the Sales Order Summary Pane.

Use the Progress Billing Queue to manage to display any progress billing order that has a balance not equal to zero. you can manage these orders directly from the queue by drilling into the order, sending billings, or researching what changes have been made in progress billing cycles.

Use the Progress Billing Setupcontrol maintenance record to define your miscellaneous charge product for progress billing. This setting determines the G/L account used for the progress billings. Standard G/L postings occur after each billing and invoices are paid off using the standard process. Additionally, you can indicate if you want the invoices to print just the billing summaries or the entire product list.

Note: As of Release 9.0, Progress Billing is unavailable in Job Management.

Important: You must enable invoice and ship ticket forms to print for Progress Billing. Enter an Eclipse Support service request to have your forms adjusted for Progress Billing. This may require a change quote and charge to adjust your forms.