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.

What do 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.

Add New Progress Bill

  1. Open the customer ( Customer > Double click on a customer).
  2. Open the Progress Bills tab.
  3. Click Add.
  4. Enter the name of the Progress Bill, such as Progress Bill - Smith #1.
  5. Enter the amount of the Progress Bill.
  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 Statements.
  7. Select the due date for the Progress Bill. This is the date the Progress Bill is due.  The Bill is considered overdue once this date passes and Finance Charges can be applied.
  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.
  10. Enter the text to print on the Progress Bill.  Right click Quick Text is available here for easy comment entry.
  11. Check the Hold Posting box if you do not want this Progress Bill to post yet.
  12. Click OK to save.

Void Progress Bill

  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].
  6. The Progress Bill will be marked as Closed and a reversing entry is posted. Note:  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.

Implications

Posting Progress Bill - Add


Debit
Credit
Accounts Receivable
Default Progress Bills posting account (user defined). Generally Asset account.


 

Posting Progress Bill - Payment


Debit
Credit
Default Progress Bills posting account (user defined).
Accounts Receivable - This is the credit memo that is created from the Progress Bill payment. This credit memo is later applied to the Invoice.  Once it is applied to the invoice is is removed from Accounts Receivable.
Cash on Hand
Accounts Receivable


Posting Progress Bill - Void


Debit
Credit
Accounts Receivable
Default Progress Bills posting account (user defined). Generally Asset account.


Security Permissions Required


Category
Function
Job Costing
Progress Bill - Can Add/Update
Job Costing
Progress Bill - Can Void