--- title: "Create a progress invoice based on Application for Payment" slug: "create-a-progress-invoice-based-on-application-for-payment" updated: 2026-04-15T19:38:09Z published: 2026-04-15T19:38:09Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a progress invoice based on Application for Payment ## Overview Progress billing allows you to invoice for work and material and collect payment from customers during the course of a project. Invoices for projects are generated using data about work done and material used from project *Continuation Sheets* and *Applications for Payment*. --- ### #### Who uses this feature - Accountants and office employees #### Feature configuration - This feature is currently in closed beta and available for specific accounts. To update your account, please contact [Technical Support](https://go.servicetitan.com/#/ask). > [!NOTE] > **Note:** See [Bill for retainage based on Application for Payment](/v1/docs/bill-for-retainage-based-on-application-for-payment) to learn how to bill for retainage. ## Things to know Progress billing: - Ensures invoices are accurate. - Associates an invoice with an *Application for Payment* on the Project page for traceability. - Is done at the project level. ## Best practices - Confirm with your customer that the contract allows for progress payments based on milestone or percent completion before generating an invoice. - Wait until the *Application for Payment* is approved before generating an invoice; it's difficult to reverse an invoice after it has been posted or exported. ## Create a progress invoice based on an Application for Payment The *Application for Payment* and the *Continuation Sheet* provide the information needed to create a progress invoice. Because those documents contain information about work done and material used, you will need to complete both documents before you begin progress billing. To create a progress invoice: 1. [Open the project](/v1/docs/use-search-in-servicetitan#search-for-records) you want to create a progress invoice for. 2. Open the *Application for Payment:* 1. If you have not already created an *Application for Payment*, see [Complete Application for Payment and Continuation Sheet](/v1/docs/complete-application-for-payment-and-continuation-sheet). Or: 2. Select an existing **Application #** from the Project page. ![Table displaying payment applications, due dates, invoices, payments, and balances.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-6q7qixng.png) 3. Review the *Continuation Sheet* for accuracy. > [!NOTE] > **Note:** If any line items show a warning icon in Price (USD) view, resolve the rounding differences before continuing. For more, see [Resolve rounding differences in the Continuation Sheet](/v1/docs/complete-application-for-payment-and-continuation-sheet#resolve-rounding-differences-in-the-continuation-sheet). ![Continuation sheet detailing scheduled values and work completed for various tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-ekej16ng.png) 4. Click **Next** on the bottom right of the *Continuation Sheet*. Document Preview: *Application for Payment* opens. You'll see this heading and the detail shown below. ![Review application for payment in the construction business unit with document preview.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-bxl70u2k.png) ![Payment application document detailing construction project costs and contractor information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-7wdpnz7y.png) > [!NOTE] > **Note:** Columns A through I display on this version of the *Continuation Sheet*. Retainage columns J and K are excluded. 5. If the *Application for Payment* and *Continuation Sheet* are correct, click **Finish and Generate Invoice** at the bottom of the *Preview* page. ![Buttons for navigating and finalizing invoice generation on a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-02e4kprs.png) *Finish and Generate Invoice* opens. 6. Click **Finish and Generate Invoice**. ![Prompt to finish invoice generation or save progress in an application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-m4rnsnu5.png) > [!NOTE] > **Note:** Click **Save Progress** if the *Application for Payment* has not been approved. Do not generate the invoice until the application is approved. 1. If you update the *Application for Payment* and click **Finish and Save Invoice** a confirmation pop-up opens: 2. Click **Finish and Save Invoice**. ![Prompt asking to save changes to an invoice before overwriting it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-p7cdok3f.png) The *Invoice* screen opens. ![Invoice details showing balance, payment due date, and update instructions for application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-opni6chd.png) 3. The invoice date defaults to the date you create the invoice. If you want to change the date, click **Update invoice details** and enter the new date in the **Invoice Date** field. 4. The warning at the top of the invoice lets you know that changes made to the invoice will not update the related *Application for Payment*. You will need to update the *Application for Payment*. 5. The invoice balance should match the payment due on the *Application for Payment*. ![Payment application summary showing current payment due and total retainage amounts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-hqophds2.png) 1. You can also see the invoice and the application number on the Project page. ![List of pending invoices with details including amounts and dates highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-5sx0as7g.png) The invoice balance should match the payment due on the Application for Payment. If you resolved any rounding differences in the Continuation Sheet before generating the invoice, those adjustments are already included. ## Review Application for Payment invoices in Invoices module After generating AFP invoices, you can use the Invoices module in Transaction Hub to view, filter, and review all AFP invoices across your projects in one place without opening each invoice record individually. To find and review AFP invoices in Transaction Hub: 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Invoices**. 3. On top of the table, select **View** **>** **Application for Payment > Apply** to display only AFP invoices in the list. ![Dropdown menu showing invoice options with 'Application for Payment' selected and 'Apply' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-o6q1aaqt.png) 4. Find an invoice you want to review and click the invoice row. > [!NOTE] > **Note:** Clicking the invoice number takes you directly to the invoice record. Clicking on the number under the AFP# column opens the AFP associated with the invoice. ![Table displaying invoice details including dates, numbers, and customer names.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-progress-invoice-based-on-application-for-payment-image-1yhmftjp.png) 5. On the *Invoice Details* screen that opens, review the invoice details. 6. When you're finished reviewing the invoice, go to **Review Status > Reviewed** to mark it as reviewed. The invoice balance should match the payment due on the Application for Payment. If you resolved any rounding differences in the Continuation Sheet before generating the invoice, those adjustments are already included. ## Want to learn more? - Visit the Academy and enroll in [Progress Billing with Application for Payment](https://servicetitan.docebosaas.com/academy/learn/courses/304/Progress-Billing-with-Application-for-Payment) - See [Bill for retainage based on Application for Payment](/v1/docs/bill-for-retainage-based-on-application-for-payment)