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 1 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, . On the
Selection
tab, select one or more items and select Detail Bill
. You can generate the progress entry from the Summary
tab or the Billable Entries
tab.From the
Summary
tab, select the Add To Invoice
button.- SelectFlat Amountand selectNext.
- SelectProgress Entryand enter the amount. Select a service and a project, if necessary.
- SelectFinishto save the entry and return to theSummarytab, where you can view and edit your invoice.
- SelectSaveto complete the invoice.
From the
Billable Entries
tab, select Progress Entries
.- Complete the fields on the Progress Entries panel. TheActivity,Staff, andAmountfields are required.
- SelectSaveto close the Progress Entries panel.
- SelectSaveagain on theDetail Billingscreen to save the entry.
- You can select the entry and select theSummarytab to view and edit your invoice.
