Invoice - By Quote - Progress Billing
This article describes how to bill against a contract quote and progress billing
Interactive Walkthrough:
Step by Step:
You can create invoices billed against a quote. You first need to create the invoice. Once you have the invoice created and you are on the Invoice Edit page you can click on the Quotes tab near the bottom of the Invoice Edit page.
Billing against a quote will allow you to progress bill each line of that quote.
This will then list all of the quote line items from the associated quote.
In addition to the Line Description, Qty and pricing from the quote itself you will also see the Percent Invoiced for this invoice as well as the total invoiced across all invoices for this quote line item in the case where you are progress billing across multiple invoices.
In order to bill against a line from your quote simply click on the Bill Line button for that Quote Line.

After clicking the "Bill Line" button you will be prompted to enter the percentage to bill. If you are billing 100% then simply enter 100. If you are doing progress billing then enter the proper percentage.

Once a quote line has been added to the invoice you can adjust the percentage by either adjusting the Qty or by clicking the Edit pencil icon under This Invoice.
