Progress Billing Invoice Notes

You can enter notes for a progress billing at the header, item, and/or contract item level in JB Progress Billing.

  • Header Notes - These notes are entered in the Notes column of the Grid tab or on the Notes tab, and will apply to the entire billing.

  • Bill Item Notes - These notes are entered in the Notes column of the Items tab, and apply to the selected progress bill item only; they do not apply to the contract item associated with the bill item.

  • Contract Item Notes - These notes are entered in the Contract Item Notes column on the Item SM/Tax tab, and apply to the selected contract item.

Note: Notes entered for a contract item in JC Contract Items or PM Contract Items will be updated for the applicable contract item on this tab; likewise, notes entered for a contract item on this tab will be updated for the contract item in JC Contract Item and PM Contract Items.

Currently, invoice notes do not print on any of the standard progress billing invoices provided with Vista™ by Viewpoint. If you want the ability to print notes on progress invoices, you will need to create an invoice report that allows you to include notes on invoices.