Learn how to effectively use progress billing in Firm360 with this step-by-step tutorial. During this video we cover two frequently asked scenarios that many businesses encounter: large, multi-month projects with upfront payments, and monthly recurring services with fixed fees.
In this video, we’ll guide you through the process of enabling progress billing in Firm360 and demonstrate how to create progress bills for long-term projects. You’ll learn how to handle time entries and invoicing efficiently, ensuring you can track your work and payments accurately throughout the project lifecycle.
We’ll also show you how to manage monthly recurring services using progress billing, perfect for businesses offering regular bookkeeping or other ongoing services. This method allows you to bill in advance while still tracking actual time spent on the project. Whether you’re dealing with extended projects or regular monthly services, this tutorial will equip you with the knowledge to set up and manage progress billing effectively. By implementing these techniques, you can improve your cash flow and project tracking in Firm360.
