Anchor
job_cost_setting_up_project-leve_4353 job_cost_setting_up_project-leve_4353

Project-level billing allows you to bill customers by project instead of by job. Multiple jobs are billed on one project invoice. Each project-level billing creates one Receivables Management invoice and updates the billing information for all jobs billed on the invoice.

Note

...

Project Level invoicing does not support Multicurrency.

Step 1:

...

Set up a project.

See Setting up projects.

Step 2:

...

Assign jobs to the project.

1. Choose Cards > Job Cost > Job.
2. Complete the following fields:
   • Job Number, DescriptionEnter : Enter a job number and description.
   • Project NumberIf : If this is a project bill code job, enter the number of a project that has the Project Bill Code check box marked in Project Maintenance.
   • Architect IDIf : If an architect ID was assigned to the project in the Project Maintenance window, that architect defaults to the job record.
   • Billing TypeIf : If this is a project bill code job, choose Project Bill Code from the drop-down list. If this isn't a project bill code job, choose a billing type of Project Standard Billing.
3. Complete the remaining fields in the Job Maintenance window as usual. See Creating a job record for information on completing this window.
4. Choose Save.

...

Note
You cannot change a job's project number or billing type once a project-level invoice has been posted or saved to the job.