Progress Bills

Use progress bills to bill a customer without creating a sales or service invoice. A progress bill is similar to a Statement Charge and is not associated with inventory. Progress bills are treated like credit memos that can be applied to the invoice once it is paid.

Add a New Progress Bill

1. Open the Customer's Profile.

2. Go to the Progress Bills section in the left vertical menu.

3. Click Add.

4. Enter the name of the Progress Bill, such as Progress Bill - Smith #1.

5. Enter the Progress Bill amount.

6. Select the post date for the Progress Bill. This is the date the Progress Bill will post to the GL as well as the date it will start showing on Customer Statements.

7. Select the due date. The bill is considered overdue once this date passes and you can then choose to assess Finance Charges to the overdue balance.

8. Enter a Comment for the Progress Bill. This is an internal comment and will not print on the bill.

9. To enter text that will print on the Progress Bill, click "Enter Text to print on Progress Bill" OR go to the Text to Print tab. Quick Text is available here for easy comment entry, simply right click to view any Quick Text your company has set up. 

10. Check the "Hold Posting" box if you do not want this Progress Bill to post to the general ledger yet.

11. Click OK to save.

How to Void a Progress Bill

The Progress Bill will be marked as Closed and a reversing entry is posted. If a portion of the Progress Bill was paid prior to voiding, then only the remaining balance due will be voided and reversed on the GL. 

1. Highlight the Progress Bill you wish to Void.

2. Click Options.

3. Select "Void Progress Bill".

4. Click Yes to confirm the Void.

5. Enter a reason for the Void and click OK.

What You Need to Know About Progress Bills

• Progress bills are used to pre-bill customers prior to an invoice being generated, without recognizing revenue.

• Use progress bills to request payment from a customer before the invoice is created.

• A locked credit memo is created when payment is received.

• The credit memo is applied to the invoice once the invoice is created.

• There is a default Progress Bills GL Account under Administration > Accounting > General Setup > Accounting Defaults > Acct Recv. This is the account Evosus will use when posting Progress Bills.

Implications

Posting Progress Bill - Add

Posting Progress Bill - Payment

Posting Progress Bill - Void

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