Progress invoicing

Bill an estimate in stages — by percentage, by amount, or line by line — with the remainder tracked for you.

Long jobs are rarely billed once. Progress invoicing bills an accepted estimate in stages.

Three ways to choose the amount:

• A percentage of the whole estimate — 30% now, 40% at rough-in, 30% at completion.
• A percentage per line — useful when trades finish at different times.
• A specific amount per line.

Each progress invoice records how much of every line has now been billed, so the next one starts from the correct remaining balance and you cannot over-bill a line by accident.

Contractors: the construction edition layers AIA G702/G703 pay applications and retainage on top of this. See Industry editions.