Progress Billing

Question

A progress bill was created, and later a new budget/proposal was created and exported for this job. In an attempt to reinvoice using the new budget/proposal, the payment on app 1 was voided and the AR invoice (3-2) was voided in error. When I go to start a new progress bill with the new proposal, Sage won't allow me to save since app 1 is still in a closed status ("Unable to void current application; invoice is paid or void). What is the best way to correct this so a new progress bill can be created?

Char DeLange · Answer

Then issue a credit Progress bill for the entire amount to get you vack to zero. Since you voided the AR invoice on the original, void the AR credit as well. Now you are back to the beginning. note: typically you should never void the AR invoice when they are created from PB or T&M. You always void from the source window.

Char DeLange · Answer

You could start a new series of progress billings by adding a phase to the job and assigning it on the progress bill. Otherwise tech support will need to help you fix the status of the progress bill, AR invoice and related gl transaction

Sage Construction & Real Estate

Progress Billing

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