Available in Sage 50 Quantum Accounting.

Troubleshooting Progress Billing

Below are a few possible solutions to situations in which jobs or proposals do not appear in the Select for Progress Billing grid or why line items might not have calculated or displayed amounts.

  • The Billing Method in the job record is set to No Progress Billing
  • The filter selections on the Select for Progress Billing - Filter Selection window prevent it from displaying
  • The As of date selected on the Select for Progress Billing - Filter Selection window is outside the range of the Start and/or Actual End dates for the job as specified in the job record. The Start Date is the date the job started or you expect the job to start. The Actual End Date is the date on which the job was completed. Both dates are used only for report purposes.

    Note: For Progress Billing, the job will not appear on the Percent of Contract/Completion tab if the As of date selected for filtering is set to a date after the Actual End date. Do not specify an Actual End date until you have produced the last invoice for the customer.

  • There is no valid customer selected for the job in the For Customer field in the job record
  • The proposal is not an accepted proposal.
  • The proposal is no longer open, but has been closed.
  • The date of the proposal is after the As of date selected.
  • The proposal contains serialized inventory or serialized assembly items.
  • You have not updated the Bill % by manually entering a value or using the Select Percentage to Bill window to update line items (Percent of Contract only)
  • The Bill % has been manually set to 0.00
  • You do not have any Estimated Revenues for the line item
  • You do not have any Estimated Expenses for the line item (Percent of Completion only)
  • You do not have any Actual Expenses incurred since the last billing for the line item (Percent of Completion only)
  • Actual expenses may not have had all of the appropriate line items coded with a Job ID (Percent of Completion only)

For detailed information on setting up and using each billing method, select one of the links below:

Percent of Contract billing

Percent of Completion billing

Percent of Proposal billing