You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Standard procedure

1.	Go to Project management and accounting > Journals > Progress bill > Project.
2.	Click New.
3.	In the Progress bill journal name field, enter or select a value.
4.	In the Project ID field, enter or select a value.
5.	In the Invoice date field, enter a date.
6.	Click OK.
7.	Fill in the From date and To date to define the period to which the progress bill applies.
	In the From date field, enter a date.
8.	In the To date field, enter a date.
9.	In the list, find and select the desired record.
10.	Enter the progress that's made during the defined period.
	In the Progress % field, enter a number.
	Note: You can report progress by filling any of these fields: Current progress quantity Progress % Progress amount (not applicable for lines of type Detail) Based on the entered value the values for the other two of these fields are calculated. You can also enter a progress quantity for a (sub)project in one go. To do so, select the (sub)project and click Apply progress. Fill in the percentage and click OK. The progress percentage is applied to all lines of type Standard and Summary.
11.	Mark completed lines as completed in the progress bill. To do so, select the Completed check box. As a result, if the line type is: - Standard or Summary, the Progress amount is automatically calculated (Bid value - Claimed amount) and filled in. - Detail, the Progress quantity is automatically calculated (Forecast quantity - LTD quantity) and filled in. Note: You cannot edit completed lines. However, if required, you can clear the Completed check box and make changes.
	Select the Complete check box.
12.	Close the page.
13.	Close the page.
14.	Go to Default dashboard.

Notes

• You can have only one open progress bill for a project.
• If required, you can override the automatically calculated:
  • Retention amount. You can also lock it for updates.
  • Project progress percentage.
• If applicable, you can deduct a part of the prepayment (customer advance).
  To do so, fill in the amount to deduct in the Prepayment - Deduction field.
  If you post the progress bill, the invoiced amount is the progress amount minus the deduction amount.
  The Prepayment - Claimed is updated accordingly.
• If a customer has rejected the progress bill because he doesn't want to pay the full progress quantity, you can enter the quantity the customer does want to pay for in the Certified quantity field.
  As a result, the quantity that is not certified by the customer is automatically added to the Uncertified quantity field.
  In a next progress bill for the project, the uncertified quantities till now, are summed in the Previous uncertified quantity field.
  To invoice a previous uncertified quantity, make the Certified quantity larger than the Current progress quantity.
• If the project is created from a project execution quotation, the progress bill is based on the project execution quotation WBS.