Progress Billing Transactions report
This report displays all the transactions that effect the current balance of the sales (original sales, sales tax, customer payments, discounts, or customer deposits) associated with a progress billing quote.
Report details
Filters
General:
Progress Billing Quotes: All/Selected
Customers: All/Selected
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Employees
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Source Journal
Memo
Currencies
More Report Fields (not preselected)
Customer’s PO #
Billing Address Phone #1
Billing Address Contact
Account Name
Status
Terms
Due Date
Promised Date
Category
Salesperson
Payment Method
Payment Notes
Name on Credit Card
Credit Card Number
Exp Date
Auth No.
Cheque No.
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click an Invoice #, Customer Name or Card ID to open the Invoice view of the Find Transactions window.
Click ID #, Src, Date, Memo, Account, Charges or Payments to open the Sales window.
View sample
Reports List

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