As before
- Purpose of the document.
- how to create.
- main tab attributes. Explain about invoice type and link with contract.
- Can be used as Advance invoice. explain option to generate advance received payments (not detailed. just mention Bank Receipt, cash or cheque can be generated to receive advance amount)
- Table: how to fill, columns description.
- Actual advance offset.
- Summary linked table.
- Print forms (Progressive Tax invoice and summary)
A Progressive Invoice is used to bill customers based on actual project progress, such as completed milestones, percentage of work done, or certified quantities. Its purpose is to align billing with the value of work completed, ensuring accurate, stage-wise invoicing in long-term or contract-based projects. It also accounts for advances, deductions, and retention as per contract terms.
How to create
Sales → Sales Documents → Invoices → Create
Then, choose the Progressive Invoice type from the available invoice types.
If generated from a document such as a Payment Certificate, the invoice form will have the progressive settings already applied by default and also automatically populate key fields such as the project, contract, and period, and retrieve related data.
Company – The entity issuing the invoice.
Contract Number – Links the invoice to contractual terms.
Entity – The customer or contractor being invoiced.
Basis Document – Indicates the document the invoice is based on.
Project – The specific project or assignment tied to the invoice.
Invoice Type – Specifies whether the invoice follows the Progressive or the Advance invoice type.
The Invoice Type indicates whether the invoice is progressive, milestone-based, standard, or an advance, and this is automatically set according to the contract’s specifications. This linkage ensures that invoicing follows the contract’s terms, including rules around retention, discounts, and advances. When the contract permits advance billing, the invoice can be created as an Advance Invoice to request payment before work starts. In such cases, the system allows generating payment documents like bank receipts, cash receipts, or cheque entries to record the advance payments received. These payments are tied to the contract and reflected in the financial records, facilitating accurate offsetting during later invoicing.
Auto Advance Offset – If enabled, any received advance payments will be automatically applied and deducted from the invoice total, eliminating the need for manual adjustment.