Progress Billing / VO Claims
Progress Billing / VO Claims
| Workflow: | Progress Billing: Project -> SO -> Invoice (Progress Billing) VO Claims: Project -> VO Claims -> SO -> Invoice (optional) Invoice <-> Payment Summary |
| Type: | Project |
| IN Seq: | JH / Company Code / YY / MM / XXXX (Note if there is no company code, we will use JH/INV/YY/MM/XXXX instead) |
| PS Seq | PSYYYY-XXXXXX |
| PO Seq | POYY-number.XXX (refer to Project, PO Seq for setting details) |
Make sure you follow the steps in Project and setup correctly first.
| Video Guide | Navigation |
| Quotation / Sales Order - By Project Manager | |
| Step 1: Create Progress Billing | Projects > Projects |
| Step 2: Create VO Claim | Projects > Projects |
| Draft Invoice - By Accounts (No invoice number will be generated) | |
| Step 1: Create Analytic Account for new VO Claim (Progress Billing Analytic Account already created since starting of project) | Invoicing > Configuration > Analytic Accounts |
| Step 2: Create Progress Billing | Invoicing > Customers > Invoices |
| Step 3: Create VO Claim | Invoicing > Customers > Invoices |
| Step 4: Create Payment Summary and link with Progress Billing and VO Claim | Invoicing > Customers > Payment Summary |
| Confirmed Invoice (Upon confirmation, then invoice number will be generated.) | |
| Step 5: Confirm & Paid Invoice - Progress Billing and VO Claim | Invoicing > Customers > Invoices |
| Step 6: Payment Summary | Invoicing > Customers > Payment Summary |
| View Invoices and Payment Summary - By Project | |
| For easy access, invoices and payment summary can be viewed by project. | Projects > Projects |
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