Progress billingLast updated on 12/08/2022
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’re using the Application for Payment feature, ServiceTitan generates the progress invoice for you. For more, 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 that the contract allows for progress payments.
Things to know
You can create a non-job invoice and progress bill without the AIA Billing style. To apply this feature the account configuration is required. For more, contact Technical Support.
Generate a project invoice 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.
On the Project screen that opens, do one of the following options.
From the Actions dropdown, select Add Invoice.
From the side menu, click Financials, go to the Invoice section, then click Add Invoice.
The Add Invoice pop-up window 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. Note: If you want the Budget vs. Actual for Revenue broken out by billing milestones, then the revenue services on the estimate need 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.
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.
icon.
Note: If you want to create an itemized invoice, you can only create it yourself by adding each item individually. You can't aggregate items on existing invoices, estimates, purchase orders (POs), or jobs into the progress billing invoice.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.