Progress Billing

Stop funding your client's project out of your own pocket.

Progress billing means invoicing a job in instalments as the work is completed, instead of waiting until the end and carrying the cost yourself. Each progress invoice covers a stage or a percentage of the contract, so money comes in while the job is running. It is standard practice in construction, renovation, and any project that takes longer than a month.

For jobs that run for weeks · bill as you go · free PDF, no signup

The cash-flow problem it solves — On a twelve-week job billed at the end, you fund three months of materials and labour out of your own pocket and carry every day of payment terms on top. Progress billing moves that burden back onto the schedule the work is actually on.

Invoice generator form

Your business
Bill to (client)
Invoice details
Line items
Description Qty Unit price Tax %
Totals
Payment details
Notes
Open interactive editor

What you get

Bill by percentage

Charge 30% at the start, 40% at lock-up, 30% on completion. Set the percentage and the amount due is calculated from the contract total.

Bill by stage

List only the work completed this period as line items. The client can see exactly what they are paying for in this invoice.

Show what is left

Every invoice shows the deposit or instalment due now and the balance remaining, so nobody has to reconcile it themselves.

Get paid with no fees

Add bank transfer, PayID or your preferred rail. We never take a percentage of your money, so a $20,000 stage payment arrives as $20,000.

The approach that works

  1. 1

    Agree the schedule before you start

    Write the stages and their percentages into the quote the client signs. Progress billing goes wrong when the schedule is invented after the job starts.

  2. 2

    Invoice each stage as it completes

    Create an invoice listing the work done in that stage, or use the deposit toggle to bill an agreed percentage of the total.

  3. 3

    Reference the stage on the invoice

    Put 'Stage 2 of 4 — lock-up' in the reference field. It halves the number of queries you get back and speeds up approval.

  4. 4

    Send and follow up

    Share a tracked link so you know when it was opened, and chase on your terms if it has not been paid.

Stop funding your clients' projects

Bill each stage as you finish it. Free PDF invoices, no signup, and no transaction fee taken out of your stage payments.

Create a progress invoice

Frequently asked questions

What is progress billing?

Progress billing is invoicing a client in instalments across the life of a project rather than once at the end. Each invoice covers a defined stage or percentage of the contract, and the client pays as the work is delivered. It is also called progress invoicing, milestone billing, or staged payments.

How does progress billing work?

You agree a payment schedule up front — for example 30% deposit, 40% at a defined midpoint, 30% on completion. As each milestone is reached you issue a progress invoice for that portion, referencing the stage. The final invoice clears any remaining balance and accounts for everything already paid.

What is the difference between progress billing and a deposit?

A deposit is a single payment taken before work starts. Progress billing is a series of payments taken throughout the job, and usually begins with a deposit as the first instalment. Use a deposit for short jobs, and progress billing for anything running more than a few weeks.

How do I calculate a progress invoice?

Either bill the agreed percentage of the contract total for that milestone, or bill the actual value of work completed in the period. Percentage-of-contract is simpler and easier for clients to approve; percentage-of-completion is more accurate when the scope moves.

Is progress billing the same as retainage?

No. Retainage (or retention) is a portion of each progress payment — commonly 5-10% — that the client holds back until the job is signed off and any defects are fixed. You can still bill progressively and have retention withheld from each payment.