Progress Billing
Progress Billing
Bill large jobs in draws against a contract value, track retainage, and keep a running received/remaining ledger — no spreadsheets, no manual math.
Available on the Pro plan. See Pricing.
Bill a big job in stages
Set a contract value, then bill it in draws and see what is still owed.
- 1
Set the contract: start progress billing with the job and its total value.
- 2
Bill the first draw, for example 30% of the contract.
- 3
Bill the next draw, for example 40% more.
- 4
See what you have invoiced, what you have received and what is still owed against the contract.
Large jobs rarely get paid in one shot. Progress Billing lets you invoice a contract in numbered draws as work is completed, instead of billing the whole thing up front or waiting until the very end.
Client approved extra work? Log it as a change order and it adjusts the contract value automatically — bill it on its own draw, or fold it into the next one.
If you hold back a percentage as retainage, TaxSnap tracks it per draw and tells you exactly what's expected up front versus what's withheld, so you can bill the retained amount once the contract is fully invoiced.
A running ledger shows contract value, invoiced-to-date, received-to-date, and remaining balance at a glance — built from the same payment records the rest of TaxSnap already tracks, not a separate spreadsheet you have to keep in sync by hand.
Have more questions? See our FAQReady to leave the paperwork behind?
Install TaxSnap on your phone
No app store needed - it installs straight from this page.
iPhone & iPad
In Safari, tap the Share icon, then "Add to Home Screen".
Android
Open this page in Chrome, then tap Install when prompted.