Progress Billing

SUGGESTED

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?

  • 0
    SUGGESTED
    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
  • 0 in reply to Char DeLange

    I did add the Phase when I created the Progress Billing and I did not check the "Combine phases into single application" box but it still includes the phase 1 T&M invoiced and payment amounts on the progress billing.

  • 0 in reply to Robin-A
    SUGGESTED

    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. 

  • 0 in reply to Char DeLange

    My question isn't about voiding.  I have never worked with Phases before but this job we are doing in 2 Phases.  Phase 1 is T&M job/phase for siteworks and foundations.  Phase 2 is Contract Price with Progress Billing.  The problem comes when I create the Progress Billing the T&M totals come into the invoice even when I do not check the box to combine the phases.  I would like to get reports that combine them but not on the Progress Billing contract job - I only want to show the contract price, invoices (of Phase 2 not both) and payments of Phase 2.  Seems to me if they put that box to check if you want "Combined phases in single application" then if unchecked it should report only the single phase of that progress billing?