Documentation 19.0

Sales & Quotations

Invoice a project progressively

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Bills a long project in stages against its bill of quantities — an advance first, then progress invoices that deduct everything already billed.

Before you start

  • The sales order is confirmed and marked for progressive billing.

Steps

  1. 01
    Create the advance invoice for the agreed percentage of the contract.
  2. 02
    As work proceeds, record progress per line — by quantity done or by percentage.
  3. 03
    Create a progress invoice: it bills the cumulative progress and deducts what was already invoiced.
  4. 04
    Repeat until the final invoice closes the balance.

Common mistakes

  • Editing a posted progress invoice by hand — cancel and regenerate instead, so the cumulative deduction stays consistent.

Continue learning

Create a quotation **What this does** Creates the quotation that, once confirmed, becomes the sales…

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