Progressive Billing Generation

Progressive billing performs partial billings for regular customer orders that do not have taxes included in their price. This function allows you to invoice a customer as often as desired prior to shipping the products or services.

To create a progressive billing record, an order must contain at least one line item with a status of Ordered. Progressive billing records are in the currency of the order.

You can create a progressive billing record in two ways. At the order header level, you can define the record based on a percentage of the total of all line items for an order. After defining the record, you can generate it.

At the customer order line/release level, you can set up multiple progressive billing records for each item. With this method, progressive billing records are created on an item-by-item basis. You can use this method to update or delete any progressive billing records previously generated, or you can add additional progressive billing records for the item.

On the Accounts Receivable Parameters form Miscellaneous Accounts tab, there is an account called Progressive Billing. This account records accounting transactions created when invoicing progressive billings.

If a Progressive invoice has been completely billed before shipping is completed, it will be necessary to print out a type I or regular invoice before the CO can be completed.

This method of generating a progressive billing record uses a flat percentage applied to an entire order. Thus, you can invoice a customer for a percentage of any combination of the line items (from 1 (one) to all) on an order.