Creating the Progress Billing Summary Record for a MAA Billing

Guide Steps

Guided Steps

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Summary of Steps

  1. First Way:
    1. Navigate to your Progress Billing record and click on the Setup tab.
    2. Click on Set Billing Line
    3. Your Summary Record is Completed
  2. Second Way:
    1. Click on the Standard tab
    2. Click on the green Plus ad line button.
    3. Click on OK to create the Progress Billing Summary record.
    4. Your Summary Record is Completed
  3. Third Way:
    1. Click on Actions
    2. Select Set Progress Billing Value
    3. Your Summary Record is Completed
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