Progress billingLast updated on 09/14/2022
With progress billing, you can bill customers as you reach specific milestones in a project. This helps you plan when you’re going to collect payment from customers.
Note: If you are using the Application for Payment feature, ServiceTitan generates the progress invoice for you. See Create a progress invoice based on Application for Payment.
Tip: Progress billing is optional and should be used only when billing your customers throughout the project based on milestone completion. Before generating progress billing for a project, confirm with your customer that the contract allows for progress payments based on milestone completion.
Generate progress billing for a project
To generate a progress billing for a project:
Go to the navigation bar and click the search icon.
From the What do you want to search for? dropdown, select Project and click the search icon.
Select the project you want to create an invoice for.
In the project, click Add invoice.
A pop-up opens.
From the Business Unit dropdown, select a business unit.
Click ADD INVOICE. A blank invoice opens and is not tied to any job, only to the project. Note: The invoice date defaults to the date you created the invoice. If you want to update the invoice date, click Update invoice details and enter the date in the Invoice Date field.
Apply payment terms to the invoice as needed:
Click Update payments terms & due dates.
Select a payment term.
Click Save. For more on payment terms, see Using payment terms.
If you want the Budget vs. Actual for Revenue broken out by billing milestones, then the revenue services on the estimate needs to be broken down by billing milestones or phases by applying labels with categories that correspond to the milestones or phases. The estimate also needs a label applied corresponding to its phase. For more, see Apply phase labels to job types.
Collect payments and apply them to the appropriate invoice. Payments do not require labels because they‘re only displayed in the Project Summary. For more on collecting payments, see Advance payments.
Note: If you want to create an itemized invoice, you can only create it yourself by adding each item individually. You cannot aggregate items on existing invoices, estimates, purchase orders (POs), or jobs into the progress billing invoice.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.