Apply Progress Billing to an Invoice
You can only apply progress billing from a ticket. Alternatively, insert text line item with % amount on the invoice.
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Update Current Invoice and Autopay
Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...
Understanding the Recurring Billing Proof Report
The Recurring Billing Proof report is a critical tool that allows you to preview and audit all charges scheduled to be invoiced in the next billing cycle. Running this report before generating invoices helps you proactively identify and fix potential ...
Apply an Over Payment to an Account
If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged ...
Delete/Discount an Invoice
From customer account> Click Invoice History>Highlight and double click or select the invoice>Click Quick Credit>Apply the pre-tax full amount ( the amount will show on the upper right)>Click dropdown on Credit Category>Insert or Highlight and Select ...
Apply Discount Credits to Line Items
From customer account>Click Invoice History>Highlight & select or double click the invoice>Highlight the line item>Click Quick Credit>If applying to the entire invoice, select "To Invoice,">If applying to an individual line, select "To Line">Enter $ ...