{"id":179,"date":"2021-11-22T13:22:36","date_gmt":"2021-11-22T13:22:36","guid":{"rendered":"https:\/\/projectpro365.com\/user-guide\/?p=179"},"modified":"2023-12-14T07:00:49","modified_gmt":"2023-12-14T07:00:49","slug":"progress-billings-samples","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/progress-billings-samples\/","title":{"rendered":"Progress Billings Samples"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In order to create a Progress Billing, there is specific information that needs to be created on the Job card.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Under <\/span><b>Process ? Job Contacts,<\/b><span style=\"font-weight: 400;\"> the Contact names and address information that is available to print on the AIA Documents.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-492 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-2-1.png\" alt=\"\" width=\"839\" height=\"322\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-2-1.png 839w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-2-1-300x115.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-2-1-768x295.png 768w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">One you have selected the type of Contact that applies to this Job, then click on <\/span><b>Job Contact <\/b><span style=\"font-weight: 400;\">button at the top of the screen. This will open the form to insert all the Contact Information.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-3.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The Job Planning Lines must already exist with entered Revenue Category for them, before you create a progress billing. Note that the \u201cLine Type\u201d transaction must be <\/span><span style=\"font-weight: 400;\"><u>Billable<\/u><\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\"><u>Both Budget and Billable<\/u><\/span><span style=\"font-weight: 400;\"> to be used by progress billing.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.4-PROGRESS-BILLINGS-SAMPLES-4.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Select Progress Billings from the Process tab on job card to create a progress billing. The progress billing header is where you create the new Progress Billing No. that will be used for progress billing requisitions. The progress billing no. is usually the same as the Job (as per job setup).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The billing items can be entered manually or use the <\/span><b>Get Billings<\/b><span style=\"font-weight: 400;\"> to copy all the billing items on to the progress billing line items.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Get-Billings.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After choosing to get the billings it will look like this. Notice the quantity fields are empty.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Get-Billings-1.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">It is necessary to enter the % completion into the quantity field of each line item. In our example, the first revenue item for $1,500.00 contract base amount is 40% complete. This results in a total of $600. See the additional billing line items using either % or units for billing method.<\/span><\/p>\n<p><img decoding=\"async\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/Get-Billings-2.png\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Verify that the retention percentages are correct by selecting Retention Fast Tab at the bottom of the screen.\u00a0 These values are defaulted from the original Job card (defined under Default Retention % field on job info tab). If the retention percentages vary for each line item, then the retention tab must be blank. All line items will then have their own retention percent field.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After entering all the details, print the different forms for progress billing (Progress Invoice, AIA forms). Once done, create the sales document for same and post the invoice for it. Print the final invoice form for the customer.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In order to create a Progress Billing, there is specific information that needs to be created on the Job card. Under Process ? Job Contacts, the Contact names and address information that is available to print on the AIA Documents. One you have selected the type of Contact that applies to this Job, then click &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/progress-billings-samples\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Progress Billings Samples&#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-179","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 Billings Samples - 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-billings-samples\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Progress Billings Samples - User Guide\" \/>\n<meta property=\"og:description\" content=\"In order to create a Progress Billing, there is specific information that needs to be created on the Job card. 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