Create a progress entry

You can produce an invoice without clearing any work-in-process (WIP). You might use a progress entry for one of these reasons.

  • Time hasn't been entered yet.
  • You're billing a client in advance for work that hasn't been completed.
  • You're billing a client for work that's going to last for more than one billing cycle.

A progress entry creates a negative WIP carryover. When you later return to Detail Billing, you can identify a transaction as a progress entry by noting that the WIP amount is negative and its type is Progress Billing.

To create a progress bill, Choose Time & Billing > Billing. On the Selection tab, select one or more items and click Detail Bill. You can generate the progress entry from the Summary tab or the Billable Entries tab.

From the Summary tab, click the Add To Invoice button.

  1. Select Flat Amount and click Next.
  2. Select Progress Entry and enter the amount. Select a service and a project, if desired.
  3. Click Finish to save the entry and return to the Summary tab, where you can view and edit your invoice.
  4. Click Save to complete the invoice.

From the Billable Entries tab, click Progress Entries.

  1. Complete the fields on the Progress Entries panel. The Activity, Staff, and Amount fields are required.
  2. Click Save to close the Progress Entries panel.
  3. Click Save again on the Detail Billing screen to save the entry.
  4. You can select the entry and click the Summary tab to view and edit your invoice.

Contact us

Was this article helpful?