Available in Sage 50 Quantum Accounting.
Select for Progress Billing
How
Do I...
This window works together with the Select
for Progress Billing - Filter Selection window to generate Sales invoices
based on selections you make and the billing status of your jobs. On it,
you can create multiple invoices for multiple customers. You can also
use this routine to automate the release of retainage for jobs.
First, use the Select for Progress
Billing - Filter Selection window to filter jobs based on a number
of criteria such as Job ID, Customer ID, billing method (Percent of Contract/Completion
or Proposal), and As of date. Once you make those selections and click OK, the Select
for Progress Billing window appears with a list of all items that
match the selection criteria you set. From this list, you choose the items
you want to turn into Sales Invoices, and which retained amounts you want
to release and bill your customers for. You can print or email these
invoices to the appropriate customers.
Note: When Sage 50 creates invoices, it will use the Ship To address that has been specified as the default on the Contacts tab in Maintain Customers/Prospects. If no contact/address has been specified as the default Ship To, Sage 50 will use the Bill To Address.
Learn More
Using Progress Billing
The Progress
Billing option is a two-part process:
- You select those
jobs that you want to bill in the Select
for Progress Billing - Filter Selection window.
- Once you finish selecting
items and click OK, the Select for Progress Billing window appears,
listing all jobs for which invoices can be created, based on your selection
criteria. Next, you select which invoices you want to create to send to
your customers.
Select
items for progress bills
Select
invoices to create
Releasing retainage
Viewing or editing invoices created with Progress
Billing
Once the invoices are generated, they can
be edited or viewed from the Sales
Invoicing window. Line items on sales invoices created in Progress
Billing will display "Progress Billing for <Job description/Phase
description>" on the Description
field and the Amt
to Bill in the Amount field. All
phases for a job will be consolidated onto a single line item on the sales
invoice. Retained amounts may be viewed on the Withhold
Retainage tab.
In addition, invoices created to release
retainage may be viewed or edited on the Apply
to Sales tab of the Sales Invoicing
window. These invoices are non-taxable, so the sales tax amount will be
0.00.
Note: Only jobs that are assigned a customer
will display here.
Previewing and printing the invoices
If you'd like to review a hard copy of
all the items that will be included on sales invoices as well as the total
number of invoices to be created and the total billable amounts on those
invoices, select Preview
from the drop-down menu of options on the Print
button to display the invoices to be created.
When you want to print or email the invoices
selected, click Print or Email. Sage 50 will open a window
that allows you to select the printer, the form to use, the number of
copies, and whether or not you want to summarize invoices by job. You
will also be asked if the forms printed properly if you select the Print
option.
Warning! If you choose to summarize line items
for the job, retainage withheld for each job will be lumped together with
line item billings for that job, so that you will not get a separate display
of retainage withheld on the invoice when it is printed, previewed, or
emailed.
Help with specific fields