Forum Discussion

DL111's avatar
DL111
Experienced User
4 years ago

Progress Billing

MYOB AccountRight - Is there anyway that we can create a progress billing in MYOB. i..e we issue them the full quote upfront (as jobs may be open for many months), amount client has paid to date and ...
  • Komal_S's avatar
    4 years ago

    Hi DL111 


    This feature is not available in AccountRight live range. In terms of possible workarounds, you could be looking at the following:

     

    • Using the job reimbursement function i.e. recording the costs associated with that sale to a job in the relevant stages and then produce an invoice for that customer in those stages reimbursing those values.

    • Recording the order for the total amount. When you are ready to sell, create an invoice, with the same invoice number as the order (or a slight variation i.e. 001523-1). Once that full invoice has been charged, delete the order using the Edit>>Delete Order function.

    Alternatively, you could look into seeing if there are any third-party add-ons that allow for that function. You can see a full list of apps on our App Marketplace.