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Anonymous
Not applicable

Progress Invoicing

My customer used progress invoicing and the full amount of the estimate shows as owed on the A/R report. Why is this? We don't want this. If their customer doesn't owe anything why is it on the A/R report?

2 Comments
Level 9

Progress Invoicing

Estimates are pending until they are closed, and they do not show up on an A/R Aging Report. You can convert an estimate into an Invoice, which would show up on an Aging Report until a payment is applied to it. If a progress invoice was created for which a deposit/retainer is on file, that deposit/retainer needs to be applied to the progress invoice to clear the balance off the A/R.

Level 9

Progress Invoicing

One more important detail to note. You need to "turn on" the ability to create multiple partial invoices from a single estimate. This can be turned on under "Account and Settings" / "Sales" / "Progress Invoicing". 

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