How do I create Progress Billing Invoices?

When creating an invoice, you will click on the button “add item to invoice” and make sure to select the option “Import from Schedule of Values”. By doing this you will link your invoice to your Schedule of Values and this will allow you to start doing your progress billing.

Depending on how you have set up your SOV, you will be able to bring the SOV line items into the Invoices. This will allow you to see what percentage has been submitted, billed or remaining to be billed. You can create multiple invoices for 1 line item, or 1 invoice per line item, the options are unlimited.

Read this article to get more information about how to work with the SOV. Basics of the Schedule of Values