SimplySub makes it easy to create progress invoices directly from an existing estimate. This gives subcontractors a practical way to handle milestone billing, partial billing, and other jobs where the full estimate is not invoiced all at once.
What this Feature Spotlight covers
The video walks through the progress billing workflow from an accepted estimate.
- Create a progress invoice directly from the original estimate.
- Set invoice amounts by a percentage of the remaining quantity or by a specific dollar value.
- View progress billing totals for each estimate line item.
- Create additional progress invoices using only the quantities that remain to be billed.
- Customize a progress invoice after it is created by adding additional items or free-text line items.
Why it matters
Many subcontractors bill jobs in stages rather than invoicing the entire contract amount at once. Progress invoicing helps keep those billing events connected to the original estimate while making it easier to see how much has already been billed and how much is still outstanding.
For example, you can bill 50% of the estimated quantities for the first milestone, then return to the original estimate later to create another invoice for the remaining balance. SimplySub carries the remaining quantities into the next progress invoice automatically.
Built to stay simple
Progress billing always starts from the original estimate, giving you one consistent place to manage each billing event. You can choose the amount to invoice, review progress by line item, make adjustments to the invoice if needed, and then send, print, or download the finished invoice.