How to Bill a Long Project by Progress

To bill a project by progress, each billing event has to reference evidenced work. Progress claimed rather than evidenced is where billing disputes come from.

Why progress billing causes disputes

Both sides remember the agreement differently.

Progress estimated rather than derived from completed stages
No evidence attached to a billing milestone
Client and provider disagreeing on what was completed
Invoices raised before the work qualified

What each billing event needs

A defined milestone, agreed in advance
Completion evidence — a checklist and attachments
Derived progress, from stages rather than estimates
Approval, before the billing event is raised
A link to the entry once it reaches the ERP

How to set it up in Jestor

Define project stages in Jestor on the Gantt view, each a potential milestone.
Add checklists inside stages so completion is derived rather than estimated.
Attach evidence to the stage — photos, documents, or sign-off.
Route the billing event through approval before it is raised.
Post the approved entry to the ERP through the native integration.

Why Jestor is the best complement to Omie for progress billing

The ERP issues the invoice and holds the accounting; Jestor holds the milestone definition, the evidence, and the approval that justify raising it.

Because progress is derived from completed checklist items inside stages, the figure behind a billing event is checkable rather than asserted.

Frequently Asked Questions

How is progress derived?

From completed checklist items inside stages. See jestor.com.

Should evidence be attached?

Yes, to the stage it relates to.

Who issues the invoice?

The ERP, after approval here.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

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