Understanding Progress Invoicing

Overview

Progress Invoicing allows you to invoice part of a Job before it has been completed.

This is commonly used to:

Collect deposits before work begins.
Invoice completed stages of a project.
Invoice a percentage of a fixed price contract.
Improve cash flow on long-running projects.

Progress Invoices are managed directly from the Job, allowing project managers to track invoicing and payment progress without leaving JGID.

When Should I Use Progress Invoicing?

Progress Invoicing is commonly used for:

Upfront material deposits.
Large construction projects.
Long-running maintenance works.
Fixed price contracts.
Projects completed in stages.

Rather than waiting until the entire Job is complete, you can invoice portions of the work as it progresses.

Creating a Progress Invoice

From within a Job you can create a Progress Invoice at any time.

Depending on your requirements, you can invoice:

Individual line items.
A percentage of the entire Job.
A deposit before work begins.

Once created, the Progress Invoice becomes part of the Job's financial history.

Deposits

Many businesses collect a deposit before commencing work.

For example:

Total Job Value: $10,000
Deposit Invoice: $2,000

Once the deposit has been paid, work can commence.

When the Job is completed, the deposit can be automatically deducted from the final invoice, leaving the customer to pay only the outstanding balance.

Percentage Claims

For larger Lump Sum projects, you may wish to invoice a percentage of the total contract value as milestones are reached.

For example:

Project Completion	Amount Invoiced
20%	$20,000
40%	$20,000
60%	$20,000
80%	$20,000
Final Completion	Remaining Balance

This allows customers to pay progressively as work is completed while maintaining the overall contract value.

Tracking Payments

One of the major advantages of Progress Invoicing in JGID is that payment information is visible directly from within the Job.

Project managers can quickly see:

Which Progress Invoices have been issued.
Which have been paid.
Which remain outstanding.

This means they don't need direct access to your accounting software to determine whether deposits or stage payments have been received.

For example, a project manager can confirm that a material deposit has been paid before ordering materials, without needing to ask the accounts team.

Completing the Job

When the Job is completed, JGID can calculate the remaining balance after deducting any previous Progress Invoices.

This helps ensure customers are invoiced only for the outstanding amount.

Best Practice

Use Progress Invoices for deposits and long-running projects.
Review payment status before ordering significant materials.
Keep all Progress Invoices linked to the Job.
Use stage invoicing for large Lump Sum projects.
Allow JGID to calculate the remaining balance on the final invoice wherever possible.

Creating a Job
Job Progress
Creating an Invoice
Manual Job Repetitions
Understanding Automatic Job Repetitions