This module enables accounting and project management teams to create, manage, and track project based progress billing directly from Analytic Accounts (Projects). Users can define the total billing amount for a project, generate customer invoices based on project progress, and print professional progress billing reports in PDF format for customer communication and record keeping.

The system automatically calculates progress billing amounts based on the selected project, helping organizations streamline milestone based and incremental billing processes while maintaining accurate invoicing and project financial tracking.

Whether your business follows milestone billing, percentage of completion billing, or incremental project invoicing, this module provides a flexible solution for managing customer billing throughout the project lifecycle.

Main Features:

• Progress Billing Amount Configuration:
  • Configure the total progress billing amount directly on the Analytic Account (Project) form.
  • Define the overall amount that will be invoiced to the customer during the project lifecycle.
  • Maintain accurate billing targets for each project.
• Project Based Customer Invoicing:
  • Add a Progress Billing Title on customer invoices.
  • Select the related project or analytic account directly from the invoice.
  • Link invoices with specific projects for better tracking and reporting.
• Automatic Progress Billing Calculations:
  • Automatically calculate progress billing amounts based on the selected project.
  • Display computed billing values directly on the customer invoice form.
  • Reduce manual calculations and improve billing accuracy.
• Milestone and Incremental Billing Support:
  • Manage billing according to project milestones.
  • Support progressive invoicing throughout project execution.
  • Track completed and remaining billing amounts.
• Professional PDF Billing Reports:
  • Generate detailed Progress Billing PDF reports.
  • Print customer ready billing documents.
  • Share billing reports via email or physical copies.
• Integrated Project Financial Tracking:
  • Seamless integration with Analytic Accounts and Customer Invoices.
  • Simple billing workflow with minimal configuration.
  • Easy access to billing information from project and invoice screens.
• User Friendly Interface:
  • Customers and portal users can view previously submitted photos and attachments directly from their portal account, ensuring transparency throughout the project lifecycle.
• For a complete understanding of the workflow, please review the screenshots and watch the demonstration video provided with the application.

Review the Screenshots and Preview Video for Detailed Functionality:

• Video: https://probuseappdemo.com/probuse_apps/odoo_customer_progress_billing/1740

Key Notes:

• Set Total Progress Billing Amount:
  • Users can define the total progress billing amount on the Analytic Account (Project) form. This value represents the total amount intended to be invoiced to the customer throughout the project.
• Progress Billing Title on Customer Invoices:
  • A dedicated Progress Billing Title field is available on customer invoices. Users can select the relevant project, allowing the system to automatically retrieve and compute project related billing information.
• Automatic Billing Computation:
  • When a project is selected on the invoice, the system automatically calculates and displays applicable progress billing amounts, reducing manual effort and minimizing billing errors.
• PDF Progress Billing Reports:
  • Users can generate and print detailed Progress Billing PDF reports directly from the system. These reports can be shared with customers for review, approval, and payment processing.
• Improved Billing Control:
  • The module helps organizations maintain better control over project invoicing by tracking progress based billing amounts and ensuring consistency between project completion and customer invoicing.
• Further Information:
  • For more details, refer to the screenshots provided below.Please watch the accompanying video for additional insights.

  Progress Billing Defination:

  Progress billings are customer invoices requesting payment for work or jobs completed to date for a given project or analytic account.
  
  The progress billing invoice can show the original contract (analytic account) total amount, the amount the customer has paid to date, as well as the percentage of work that has been completed.
  
  Progress billings are common in various industries and businesses, including job contracting and construction projects. Many roofers, plumbers, contractors, painters, electricians, and others use customer progress billings as part of their business operations.

  Industry Use Cases:

  Suitable for Construction, Engineering, IT Services, Consulting, Manufacturing, Architecture, Telecommunications, Government Projects, and other businesses requiring milestone based or progress billing.