Select Invoices to Create during Progress Billing

Selecting the sales invoices you want to create based on your progress billing involves a two-step process:

In the Select for Progress Billing - Filter Selection window, you select the items for which you want to create invoices.
After you select items and click OK, the Select for Progress Billing window appears. (You can change the filter selection from this window by clicking the Select button.)

This window lists all items that meet the selection criteria you set in the Filter window. By checking the Invoice column on the far left of the tabs, you tell Sage 50 which of these items you want to invoice, thus creating an invoice or invoices. Depending on the options selected during the filter selection routine, you may have line items appearing on any or all of the three tabs available on this window. Get details about the fields on each tab.

Tabs will be unavailable if the following conditions apply:

The Release Retainage tab will be unavailable if you have not applied any retainage to any invoices; you have not checked the Release Retainage field on the Select for Progress Billing - Filter Selection window; or you are using the Cash Basis accounting method.
The Percent of Contract/Completion tab will be unavailable if you selected an option that rules it out on the Select for Progress Billing - Filter Selection window.
The Percent of Proposal tab will be unavailable if you have no open, accepted proposals or you selected an option that rules it out on the Select for Progress Billing - Filter Selection window.

Step-by-step instructions

Check the Invoice check box for line items you want to bill at this time.

To clear all Invoice check boxes, click the All (None) button.
To select all Invoice check boxes, click the All (Select) button.

Make changes as needed to the editable information for an item or items for each tab. To make changes on the Percent of Contract/Completion or Percent of Proposal tabs, either change the Bill %, Total %, or Amount lines manually, or click the Bill button and select one of the three percentage options. Using the Bill button, you can automatically bill for the remaining unbilled percentage of each line item or specify a flat Bill % for all line items. Tell me more about which fields I should edit for the different types of billing methods.

For valuable tips on setting up and using each billing method, select the billing method:

The Total Amount field at the bottom right of the window is updated each time an item is checked or unchecked. This shows the total dollar amount of all items from which invoices will be created. The Number of Invoices field reflects the total number of invoices that will be created based on the items you've chosen to bill.

After making your selections, click the Print button to print the invoices you've created. You will be able to select a form to use, select a printer, and choose whether or not you want to summarize invoices by job. For step-by-step instructions on printing from the Select for Progress Billing window, see Print a Form from a Task Window.

If you want, you can also email copies of the invoices to the appropriate customers. For step-by-step instructions on emailing invoices, see E-Mail a Form from a Task Window. If you do not want to print or email the invoices but still want to save them, click Save.

After you select the Print, Save, or Email, you will receive a message giving you the opportunity to print the Progress Billing report for the items selected during this Select for Progress Billing routine (Percent of Contract/Completion only). Click the appropriate button to print or preview the report, or click Cancel to close the window.

Select Invoices to Create during Progress Billing

What do you want to do next?