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Billing

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,
Choose Time & Billing
Billing
. 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.
  1. Select
    Flat Amount
     and select
    Next
    .
  2. Select
    Progress Entry
     and enter the amount. Select a service and a project, if necessary.
  3. Select
    Finish
     to save the entry and return to the
    Summary
     tab, where you can view and edit your invoice.
  4. Select
    Save
     to complete the invoice.
From the
Billable Entries
 tab, select
Progress Entries
.
  1. Complete the fields on the Progress Entries panel. The
    Activity
    ,
    Staff
    , and
    Amount
     fields are required.
  2. Select
    Save
     to close the Progress Entries panel.
  3. Select
    Save
     again on the
    Detail Billing
     screen to save the entry.
  4. You can select the entry and select the
    Summary
     tab to view and edit your invoice.

This article applies to:

  • Product: Onvio
  • Subject: Billing
  • Audiences: Staff

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