Creating Progress Billing Sales Orders

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. In Progress billing, the billing is happening part by part.

To create a progress sales order:

1. Transactions > Sales>Enter sales orders > New.
2. In the Custom Form field, choose Standard Sales Order – Progress Billing.
3. In the Customer field, select a customer.
4. Enter a date for the transaction. The current date is entered by default.
5. Select the status of the transaction: Pending Approval or Pending Fulfillment. The default status is determined by your company’s accounting preferences.
6. 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 enter additional details for each line item such as an inventory commitment setting, order priority, or expected ship date.
7. On the Billing subtab, select billing terms for this order in the Terms field.
8. Click on save
9. Click Save and Accept Deposit to save the sales order and open the customer deposit transaction.