{"id":173,"date":"2021-11-22T13:20:12","date_gmt":"2021-11-22T13:20:12","guid":{"rendered":"https:\/\/projectpro365.com\/user-guide\/?p=173"},"modified":"2023-12-14T07:02:05","modified_gmt":"2023-12-14T07:02:05","slug":"progress-billing-items","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/progress-billing-items\/","title":{"rendered":"Progress Billing Items"},"content":{"rendered":"<p><b>Get Billings<\/b><\/p>\n<p><span style=\"font-weight: 400;\">This feature is located under <\/span><b>Process<\/b><span style=\"font-weight: 400;\"> tab as <\/span><b>Get Billings<\/b><span style=\"font-weight: 400;\"> option. The \u2018Get Billings\u2019 will copy the Revenue Items under Planning Lines into the progress billing requisition being prepared.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In order to manually create progress billing items, go to the first line item and enter an \u201cItem No.\u201d which is alphanumeric.\u00a0 Each billing item is sorted by \u201corder of entry\u201d with the ability to insert additional billing items as necessary. As each billing item is created use the Lookup function to access the list of revenue categories, activity codes, description of billing items, and base amount from Job\u2019s Price Budget. Then the Quantity represents the %, Units or Lump Sum values for billing item to-date information.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.1-PROGRESS-BILLING-ITEMS.png\" \/><\/p>\n<p>After you have entered all the applicable billing items from the Price Budget, you can select the Reports tab on the ribbon and select to print a Generic Progress Invoice Form, Progress Invoice with Units, AIA G702, and G703.<\/p>\n<p><b>Generic Progress Invoice Sample<\/b><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.1-PROGRESS-BILLING-ITEMS-2.png\" \/><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.1-PROGRESS-BILLING-ITEMS-3.png\" \/><\/p>\n<p><b>Progress Invoice with Units \u2013 Sample<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-485 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-1.png\" alt=\"\" width=\"1210\" height=\"872\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-1.png 1210w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-1-300x216.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-1-1024x738.png 1024w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-1-768x553.png 768w\" sizes=\"auto, (max-width: 1210px) 100vw, 1210px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-486 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-2-1.png\" alt=\"\" width=\"1220\" height=\"236\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-2-1.png 1220w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-2-1-300x58.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-2-1-1024x198.png 1024w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Progress-Invoice-with-Units-2-1-768x149.png 768w\" sizes=\"auto, (max-width: 1220px) 100vw, 1220px\" \/><\/p>\n<p><b>AIA G702 \u2013 Sample<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-559 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/AIA-G702.png\" alt=\"\" width=\"688\" height=\"534\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/AIA-G702.png 688w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/AIA-G702-300x233.png 300w\" sizes=\"auto, (max-width: 688px) 100vw, 688px\" \/><\/p>\n<p><b>AIA G703 \u2013 Sample<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-489 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Sample-AIA-G703-1.png\" alt=\"\" width=\"1066\" height=\"828\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Sample-AIA-G703-1.png 1066w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Sample-AIA-G703-1-300x233.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Sample-AIA-G703-1-1024x795.png 1024w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/Sample-AIA-G703-1-768x597.png 768w\" sizes=\"auto, (max-width: 1066px) 100vw, 1066px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get Billings This feature is located under Process tab as Get Billings option. The \u2018Get Billings\u2019 will copy the Revenue Items under Planning Lines into the progress billing requisition being prepared. In order to manually create progress billing items, go to the first line item and enter an \u201cItem No.\u201d which is alphanumeric.\u00a0 Each billing &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/progress-billing-items\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Progress Billing Items&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-173","post","type-post","status-publish","format-standard","hentry","category-progress-billings","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Progress Billing Items - User Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/progress-billing-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Progress Billing Items - User Guide\" \/>\n<meta property=\"og:description\" content=\"Get Billings This feature is located under Process tab as Get Billings option. The \u2018Get Billings\u2019 will copy the Revenue Items under Planning Lines into the progress billing requisition being prepared. 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