Progress Billing

DL111

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 what percentage has been completed. I have a feeling this feature is available in MYOB Edge but not certain if it can be done/ how it would be done in Accountright? 

Komal_S

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.