Use the guided entry workflow to enter progress billings.

1. Choose how you want to get started:
   • From the sidebar menu, go to Job Billing. On the Job Billing page, select Add Billing.
   • From your dashboard, select Add > Add Billing.
2. Select an active job to bill.
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.
   Sales Tax is generated by Avalara. This field can be edited, but doing so will break the reporting audit trail.
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.

   This creates the invoice, saves the billing as an active and pending payment, and redirects you to the Active tab on the Job Billings page.

   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.