{"id":6717,"date":"2026-05-22T21:56:14","date_gmt":"2026-05-22T21:56:14","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?post_type=ufaq&#038;p=6717"},"modified":"2026-05-22T21:56:15","modified_gmt":"2026-05-22T21:56:15","slug":"how-do-i-set-up-progress-billing-or-show-percent-completion-on-invoices","status":"publish","type":"ufaq","link":"https:\/\/www.simplywise.com\/blog\/ufaq\/how-do-i-set-up-progress-billing-or-show-percent-completion-on-invoices\/","title":{"rendered":"How do I set up progress billing or show percent completion on invoices?"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, 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type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/6717' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6717-ku8fEoZhtc' data-post_id='6717'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >B<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I set up progress billing or show percent completion on invoices?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">You&#8217;ll want to create an invoice first and then apply payments using the payment schedule feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create a quick invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into your app on the home screen<\/li>\n\n\n\n<li>Tap the blue + button on the lower right corner<\/li>\n\n\n\n<li>Tap Invoice on the pop up menu<\/li>\n\n\n\n<li>Tap from scratch<\/li>\n\n\n\n<li>Input all details such as date, invoice number, client, etc.<\/li>\n\n\n\n<li>Tap the + under Items to add the invoice items<\/li>\n\n\n\n<li>Tap Add field to add Payment Schedule<\/li>\n\n\n\n<li>Tap + under Payment Methods to include those as well<\/li>\n\n\n\n<li>Tap Next when ready to send<\/li>\n\n\n\n<li>Select a folder where you would like to save it (you&#8217;ll see a blue check mark pop up when a folder is selected)<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>On the Preview Invoice screen, you can make edits by tapping Edit or Send by tapping Send Invoice<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To create an invoice from a saved estimate:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots on the upper right<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>On the Invoice Customization screen, select All Line Items or Summary<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Confirm all details (issue date, due date, invoice number, client, etc.) are correct<\/li>\n\n\n\n<li>Make sure to add Client<\/li>\n\n\n\n<li>Tap Add Field to add more fields such as payment schedule, photos, attachments, etc.<\/li>\n\n\n\n<li>To include payment methods, tap Add Payment method<\/li>\n\n\n\n<li>Tap next (if the button is gray, a required field is missing so look for any field that has a red required above it to ensure it&#8217;s completed)<\/li>\n\n\n\n<li>Tap Send Invoice if ready to send, or Edit to edit again\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add a payment schedule, you&#8217;ll want to use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the invoice<\/li>\n\n\n\n<li>Tap Edit<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add the payment type<\/li>\n\n\n\n<li>Tap add payment schedule<\/li>\n\n\n\n<li>Add as many as are needed.<\/li>\n\n\n\n<li>Tap back<\/li>\n\n\n\n<li>Tap Update<\/li>\n\n\n\n<li>Send from there\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To send an invoice, you&#8217;ll want to use the steps below:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap on the three dots on the upper right hand corner of the estimate you want to create an invoice for<\/li>\n\n\n\n<li>Tap Create Invoice<\/li>\n\n\n\n<li>Add info at the top such as issue date, due date, invoice number<\/li>\n\n\n\n<li>Select Client<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap Next<\/li>\n\n\n\n<li>Select a folder where to save it<\/li>\n\n\n\n<li>Tap Continue<\/li>\n\n\n\n<li>Tap Send<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To apply payments to your invoice, you can use these steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tap into the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap on the invoice<\/li>\n\n\n\n<li>Tap Payments at the top<\/li>\n\n\n\n<li>Tap Record payment &#038; enter details<\/li>\n\n\n\n<li>Tap Save<\/li>\n\n\n\n<li>Tap Send to send updated invoice showing applied payment(s)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>B How do I set up progress billing or show percent completion on invoices? You&#8217;ll want to create an invoice first and then apply payments using the payment schedule feature. To create a quick invoice, you can use these steps: Tap into your app on the home screen Tap the blue + button on the [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[15,34],"ufaq-tag":[154,65,127],"class_list":["post-6717","ufaq","type-ufaq","status-publish","hentry","ufaq-category-cost-estimator","ufaq-category-invoices","ufaq-tag-apply-payments","ufaq-tag-invoice","ufaq-tag-payment-schedule"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I set up progress billing or show percent completion on invoices? - SimplyWise Cost Estimator<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/ufaq\/how-do-i-set-up-progress-billing-or-show-percent-completion-on-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I set up progress billing or show percent completion on invoices? - SimplyWise Cost Estimator\" \/>\n<meta property=\"og:description\" content=\"B How do I set up progress billing or show percent completion on invoices? 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