WindoorERP Documentation 19.0

Process Orders to Invoice, milestone progress billings, and downpayment deductions

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Manages progressive contract invoicing across construction milestones (e.g. 50% Downpayment on contract signing, 40% on factory fabrication & site delivery, 10% on final handover inspection).

Before you start

  • Billing or Accounting access.

Steps

Orders to invoice master queue list

Orders to invoice kanban overview

Sales order invoicing action form

Invoicing milestone schedule calendar

Invoicing follow-up activity schedule

Important

Progressive invoicing guarantees that downpayments are proportionally amortized on each milestone delivery invoice.

  1. 01
    Open Sales › To Invoice › Orders to Invoice to view contracts with deliverable milestones.
  2. 02
    Open the Sales Order and click Create Invoice.
  3. 03
    Select the billing option: Regular Invoice (for delivered goods), Down payment (percentage) (e.g. 50%), or Down payment (fixed amount).
  4. 04
    The system automatically issues the ZATCA Phase 2 compliant electronic tax invoice with QR code and applies previous advance payment deductions.
  5. 05
    Confirm the invoice to post financial journal entries in the General Ledger.

Common mistakes

  • Invoicing 100% of contract value before on-site installation and snagging approvals.
  • Forgetting to deduct advance downpayments from intermediate progress invoices.

Continue learning

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