Use the guided entry workflow to enter progress billings.

1. Choose how you want to get started:
   • From the sidebar menu, go to Billings. On the Billing Hub page, select Add Billing.
   • From the dashboard or any hub, select Add > Add Billing.
   • From the Job Hub, select More > Add Job Billing.
   • From an active job details page, select Actions > Add Billing.
2. Select an active job to bill.
   Note:

   If you started from job details Actions and selected Add Billing, the job name, customer, and property address are prefilled from that job.
3. For each item in the contract, enter the Amount to Bill. This is the amount you will charge customers.

   The Amount to Bill + Previous Billed amount must be less than or equal to the Contract Value.

4. Select next to continue.
5. Review the billing summary. Expand each section to see details about the customer, billed items, and payment terms.
   1. Sales Tax is generated by Avalara. If you want to edit this value, enable the Tax override toggle and enter Sales Tax.
      Important: Editing the Sales Tax field will break the reporting audit trail. Only edit this field if you know the value is incorrect.
6. To create a preview of the invoice, select next .

   The system generates a PDF version of the progress billing invoice.

7. To download a copy of the invoice so you can send it to your customer, select Download PDF.
8. Select Create Billing. Confirm your choice by selecting Create.

   If you leave the workflow early without creating the invoice, you can see your unfinished invoice on the Drafts tab of the Job Billings page. You can come back later to finish the invoice.