Introduction
This guide is for property development staff (Sales Admin, Accounts, or Finance users) who need to generate, edit, and manage Progressive Billing entries in SKYBIZ. It covers the essential steps — how billing amounts are calculated, how to generate a new billing run, and how to print or troubleshoot common issues.
For account setup, purchaser records, and stage/percentage configuration, refer to the Property Setup guides under Maintenance.
Target Audience: Sales Admin / Accounts / Finance staff managing property purchaser billing
Before You Begin
Make sure the following are ready before you start:
- You have access to the Progressive Billing menu (Property Development → Progressive Billing). If you don’t see this menu, contact your SKYBIZ Administrator.
- Your user account has Amend permission — required to generate, edit, or delete billing entries. View-only accounts can see the listing but cannot save changes.
- The Project, Block/Lot, and Stage setup for the property has already been configured (done once during property setup, not part of this guide).
- If billing needs to happen today, check with your Administrator that today’s date falls within the current Active Data Entry Period — entries dated outside this window can be viewed but not edited or deleted.
What is Progressive Billing?
Progressive Billing is how you bill purchasers as construction reaches each stage (e.g. Foundation, Roofing, Handover). Each stage is worth a fixed percentage of the property’s Selling Price. When a stage is completed, you generate a billing entry for that percentage, and the system records it against the purchaser’s account so it appears in their statement.
Example: A unit’s Selling Price is RM 500,000. The “Foundation Works” stage is worth 10%. Generating Progressive Billing for that stage creates a bill of RM 50,000 for that purchaser.
Step 1 — Open the Progressive Billing Listing
Navigate to Property Development → Progressive Billing.
You’ll see every billing entry ever generated, with columns for PB No, Date, Project, Lot/Unit No, Purchaser, Stage, Amount, Batch, and Status.
From here you can:
- Search any entry (works on PB No, Lot No, Purchaser name, Project, or Stage)
- Filter by date range, project, or batch
- Sort by clicking any column header
- Click the ⋮ button on any row to view, edit, or delete that entry
Step 2 — Generate a New Progressive Billing
Click Add / Generate on the listing page to open the wizard.
2a. Choose which units and which stage to bill
Two selection modes are available:
| Mode | Use When |
|---|---|
| By Block / Lot Range | Billing many units for the same stage at once |
| By Single Lot, Multiple Stages | One unit has fallen behind and needs several stages billed together |
Select a Project, then (depending on mode) a Block No or a Lot No range, and the Stage or Stage Group you’re billing for.
Toggle Forfeited Units on only if you specifically want to bill units marked as forfeited (cancelled sale) — leave it off for normal active units.
Click Show List to preview.
2b. Review the eligible units
The system lists every unit matching your selection, with:
- Status — “UnProcess Record” means this stage hasn’t been billed for this unit yet (eligible). “Process Completed” means it was already billed before (shown for reference, cannot be billed again for the same stage).
- The billing amount calculated automatically (Selling Price × Stage %)
Tick the units to include, or use Select All for everything eligible.
2c. Confirm and save
Fill in:
| Field | Description |
|---|---|
| Batch Code | Groups this billing run for reporting later |
| Document No. Prefix & Starting No. | Bills are auto-numbered in sequence (e.g. PB0001, PB0002…), skipping numbers already in use |
| Billing Date | The date this billing takes effect |
| Particular | Optional description shown on the bill |
| Apply Tax | On = calculate tax automatically by property type; Off = bill the raw amount with no tax |
You can manually override the tax code for specific units instead of the automatic rate, if needed.
Click Save. The system generates one billing entry per selected unit and confirms how many were processed successfully.
Step 3 — Edit an Entry
From the listing, click ⋮ on the entry → Edit. Update the date, description, amount, or tax details, then save.
Step 4 — Delete an Entry
From the listing, click ⋮ on the entry → Delete.
Note: You can only delete an entry if its billing date falls within the current Active Data Entry Period. If it’s outside that window, the system blocks the deletion and shows the allowed date range — contact your Administrator if this needs adjusting.
Step 5 — Print or Export
From the listing or the print menu, choose the format that matches who the document is for:
| Print Option | Use When |
|---|---|
| Billing Notice (to Purchaser) | Sending the bill directly to the buyer |
| Billing Claim (to Bank) | Claiming the billed amount from the purchaser’s financier |
| Credit Note | Issuing a credit note against a previous bill |
Related printable reports (Progressive Billing Certificate, Balance, Balance Summary) are available from the Reports menu, giving a summary of billing status and outstanding balance for a lot or date range.
Quick Reference — Common Errors
| Message | What It Means | Fix |
|---|---|---|
| “No records found for the selected criteria” | No units match your Project/Block/Lot range, or all are already billed for that stage | Double-check the Lot range and Stage selected |
| “Please select at least 1 record!” | Save clicked without ticking any units | Tick at least one unit before saving |
| “You do not have permission to amend records!” | Account lacks edit rights for this module | Ask your Administrator to grant Amend permission |
| “Missing Batch Code! / Progressive Billing No! / Project Code!” | A required field was left empty | Fill in all required fields before saving |
| Cannot delete an entry | Entry’s date is outside the current Active Data Entry Period | Ask your Administrator to check/adjust the entry period |
Need More Detail?
This guide covers the essentials for day-to-day billing. For property/stage setup, batch configuration, or tax code mapping, refer to the relevant Property Setup guides under Maintenance.