Progressive Billing and Retention - Conduit Help
HELP
Bids & Takeoff

Progressive Billing and Retention

Break a large bid into billable sections, track progress invoices, and manage held retention through final release.

Updated Oct 1, 2026 · 7 min read · For Owner + Gc

Progressive billing lets you invoice a large project as work is completed instead of waiting until the entire job is done. Each draw stays tied to the accepted bid, so you and your customer can see what has been billed, what has been paid, and what remains.

Lessons in this guide

Start
  1. 1 Turn on progressive billing
  2. 2 Build clear billing sections
  3. 3 Convert the work you are ready to schedule
  4. 4 Follow every draw in the billing ledger

Strike completed work and close out cleanly

Closing out (strike, unstrike, close out, and release retention are all covered above) marks the bid done and strikes every remaining open line at once; no jobs or invoices are created by it. Retention is never released automatically, even after the last production invoice, so confirm the contract’s release conditions (final inspection, punch completion, required closeout documents) before you bill it.

Practice this in the guided lesson.

Still need a hand?

Tell us what you were trying to do so we can help and improve this guide.

Contact support