{"id":7592,"date":"2026-08-18T16:28:22","date_gmt":"2026-08-18T09:28:22","guid":{"rendered":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/?p=7592"},"modified":"2026-08-18T16:28:22","modified_gmt":"2026-08-18T09:28:22","slug":"skybiz-property","status":"publish","type":"post","link":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/skybiz-property\/","title":{"rendered":"SKYBIZ PROPERTY"},"content":{"rendered":"Introduction<\/h2>\n
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 \u2014 how billing amounts are calculated, how to generate a new billing run, and how to print or troubleshoot common issues.<\/p>\n
For account setup, purchaser records, and stage\/percentage configuration, refer to the Property Setup guides under Maintenance.<\/p>\n
Target Audience:<\/strong> Sales Admin \/ Accounts \/ Finance staff managing property purchaser billing<\/p>\n\n
Before You Begin<\/h2>\n
Make sure the following are ready before you start:<\/p>\n
\n- You have access to the Progressive Billing<\/strong> menu (Property Development \u2192 Progressive Billing). If you don’t see this menu, contact your SKYBIZ Administrator.<\/li>\n
- Your user account has Amend<\/strong> permission \u2014 required to generate, edit, or delete billing entries. View-only accounts can see the listing but cannot save changes.<\/li>\n
- The Project<\/strong>, Block\/Lot<\/strong>, and Stage<\/strong> setup for the property has already been configured (done once during property setup, not part of this guide).<\/li>\n
- If billing needs to happen today, check with your Administrator that today’s date falls within the current Active Data Entry Period<\/strong> \u2014 entries dated outside this window can be viewed but not edited or deleted.<\/li>\n<\/ul>\n
\nWhat is Progressive Billing?<\/h2>\n
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.<\/p>\n
\nExample:<\/strong> 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.<\/p>\n<\/blockquote>\nStep 1 \u2014 Open the Progressive Billing Listing<\/h2>\n
Navigate to Property Development \u2192 Progressive Billing<\/strong>.<\/p>\nYou’ll see every billing entry ever generated, with columns for PB No, Date, Project, Lot\/Unit No, Purchaser, Stage, Amount, Batch, and Status.<\/p>\n
From here you can:<\/p>\n
\n- Search<\/strong> any entry (works on PB No, Lot No, Purchaser name, Project, or Stage)<\/li>\n
- Filter<\/strong> by date range, project, or batch<\/li>\n
- Sort<\/strong> by clicking any column header<\/li>\n
- Click the \u22ee<\/strong> button on any row to view, edit, or delete that entry<\/li>\n<\/ul>\n
\nStep 2 \u2014 Generate a New Progressive Billing<\/h2>\n
Click Add \/ Generate<\/strong> on the listing page to open the wizard.<\/p>\n2a. Choose which units and which stage to bill<\/h3>\n
Two selection modes are available:<\/p>\n
\n
\n\n\n| Mode<\/th>\n | Use When<\/th>\n<\/tr>\n<\/thead>\n |
\n\n| By Block \/ Lot Range<\/td>\n | Billing many units for the same stage at once<\/td>\n<\/tr>\n |
\n| By Single Lot, Multiple Stages<\/td>\n | One unit has fallen behind and needs several stages billed together<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n Select a Project<\/strong>, then (depending on mode) a Block No<\/strong> or a Lot No range<\/strong>, and the Stage<\/strong> or Stage Group<\/strong> you’re billing for.<\/p>\nToggle Forfeited Units<\/strong> on only if you specifically want to bill units marked as forfeited (cancelled sale) \u2014 leave it off for normal active units.<\/p>\nClick Show List<\/strong> to preview.<\/p>\n2b. Review the eligible units<\/h3>\nThe system lists every unit matching your selection, with:<\/p>\n \n- Status<\/strong> \u2014 “UnProcess Record”<\/em> means this stage hasn’t been billed for this unit yet (eligible). “Process Completed”<\/em> means it was already billed before (shown for reference, cannot be billed again for the same stage).<\/li>\n
- The billing amount calculated automatically (Selling Price \u00d7 Stage %)<\/li>\n<\/ul>\n
Tick the units to include, or use Select All<\/strong> for everything eligible.<\/p>\n2c. Confirm and save<\/h3>\nFill in:<\/p>\n \n \n\n\n| Field<\/th>\n | Description<\/th>\n<\/tr>\n<\/thead>\n | \n\n| Batch Code<\/td>\n | Groups this billing run for reporting later<\/td>\n<\/tr>\n | \n| Document No. Prefix & Starting No.<\/td>\n | Bills are auto-numbered in sequence (e.g. PB0001, PB0002…), skipping numbers already in use<\/td>\n<\/tr>\n | \n| Billing Date<\/td>\n | The date this billing takes effect<\/td>\n<\/tr>\n | \n| Particular<\/td>\n | Optional description shown on the bill<\/td>\n<\/tr>\n | \n| Apply Tax<\/td>\n | On = calculate tax automatically by property type; Off = bill the raw amount with no tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n You can manually override the tax code for specific units instead of the automatic rate, if needed.<\/p>\n Click Save<\/strong>. The system generates one billing entry per selected unit and confirms how many were processed successfully.<\/p>\n
\nStep 3 \u2014 Edit an Entry<\/h2>\nFrom the listing, click \u22ee<\/strong> on the entry \u2192 Edit<\/strong>. Update the date, description, amount, or tax details, then save.<\/p>\n
\nStep 4 \u2014 Delete an Entry<\/h2>\nFrom the listing, click \u22ee<\/strong> on the entry \u2192 Delete<\/strong>.<\/p>\n\nNote:<\/strong> You can only delete an entry if its billing date falls within the current Active Data Entry Period<\/strong>. If it’s outside that window, the system blocks the deletion and shows the allowed date range \u2014 contact your Administrator if this needs adjusting.<\/p>\n<\/blockquote>\n
\nStep 5 \u2014 Print or Export<\/h2>\nFrom the listing or the print menu, choose the format that matches who the document is for:<\/p>\n \n \n\n\n| Print Option<\/th>\n | Use When<\/th>\n<\/tr>\n<\/thead>\n | \n\n| Billing Notice (to Purchaser)<\/td>\n | Sending the bill directly to the buyer<\/td>\n<\/tr>\n | \n| Billing Claim (to Bank)<\/td>\n | Claiming the billed amount from the purchaser’s financier<\/td>\n<\/tr>\n | \n| Credit Note<\/td>\n | Issuing a credit note against a previous bill<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n Related printable reports (Progressive Billing Certificate, Balance, Balance Summary) are available from the Reports<\/strong> menu, giving a summary of billing status and outstanding balance for a lot or date range.<\/p>\n
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