Documentation / Sales, Quotations & Commercial Contracting Progressive Invoicing, Retentions & Upsells Updated 2026-08-28 Copy link Print In this section Process Orders to Invoice, milestone progress billings, and downpayment deductions Manages progressive contract invoicing across construction milestones (e.g. 50%… Audit progressive billing analytics, cash collection forecasts, and pivot metrics Audits progressive billing performance across pivot matrices and graphs to… Identify orders to upsell, scope extensions, variation orders, and additional window units Tracks contracts where additional window openings, secondary skylights, or… Manage contract retention releases and final defects liability period certificates Controls the tracking and final billing of 5% or 10% contract retention amounts… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo