We are experiencing an issue regarding invoicing a customer for a large project we have completed for them. This invoice (see below) as you can see we have progress invoiced them three times and we are now issuing them their final invoice. We have had to resort to sending them a 4th progress billing invoice rather than a final invoice because the final Invoice total was not correct, it was not the final 10% ($91934.24) like it should have been.
As you can see, the total before progress billing ($919342.40) minus the total amount previously billed ($827408.16) has the total remaining amount to bill showing: $119740.40. But this total remaining amount to bill should be: $91934.24.
We are not sure why the addition on the invoice is not adding up correctly and not showing the correct total ($91934.24) that we should be billing the customer for this final invoice.
If you could help us figure out why this is happening and what me might have done incorrectly to have this happen that would be great. Thanks!
The currently supported best practice around multiple progress billings would be to do ALL invoicing against the project as progress billings.
In other words, do the first and second and third, and finally fourth and final invoice, all as progress bills. You do this so that the sum total of all progress invoices is equal to the sum total of the sales order/lines. That means, after the fourth and final progress invoice, the “unbilled resale” (i.e. the amount remaining to be invoiced) is $0.00.
Then, the final ship/invoicing of the order closes out the order and does create an invoice record, but it is a $0.00 invoice record and therefore doesn’t post any revenue or create any A/R against the customer.
Please let us know if this makes sense, and if you’re able to make this work in your above example. If not, please let us know what/where the come-apart is causing you to still have issues.
