Standard billing vs progress billing on estimates

INTENDED SEARCHES: billing engine, standard billing, progress billing, estimate billing type

The billing engine controls how the estimate flows into billing and invoices.

Standard billing:

Use standard billing for normal jobs, recurring services, one-time work, or jobs that flow through the billing queue after completion.

Progress billing:

Use progress billing for project-style work where invoices are based on progress, milestones, earned-to-date, or draw billing.

Progress billing fields you may see:

- Progress mode.

- Retainage percent.

- Milestones.

- Earned-to-date values.

Before choosing, check:

- Is this normal service work or a multi-phase project?

- Will the customer be billed after completion or by progress?

- Does the estimate require retainage?

- Do milestone percentages total 100 if milestones are used?

Why this matters:

Choosing the wrong billing engine can create the wrong invoice workflow.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.