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Fixed contract projects are set up using the Project Allocated Revenue project type. Labor jobs assigned to this project use the Project Allocated Revenue billing type, and if any reimbursable expense jobs are included, they use the Project Trx Level billing type.

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Repeat the steps above to add more bill codes, as needed. The allocated revenue for all bill codes must add up to 100%.

Step 5: Allocate revenue percentage to job(s) per bill code

In this step, you will distribute the revenue from each bill code across jobs, by entering the percentage or dollar amount allocated per bill code for that job. For example, if project bill code A is $400.00, and you want 50% of that amount to be allocated to job A, you would enter 50.00 or a dollar amount of $200.00.

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Step 7: Confirm billing amounts for each job

1. Choose Select Cards > Job Cost > Job.
2. Choose a job.
3. Choose Select Bill Codes. Choose a bill code. The amount to be billed on the next invoice appears in the Amount per Invoice field; the percentage appears in the Bill % field.

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When projects and jobs have been set up, and billing amounts have been determined, you are ready to create invoices to send to the customer. You create invoices using the Project Invoice Entry window.

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Use the Project Transaction Level Billing window to exclude/include transactions associated with the Bill Code.

1. Go to Transactions > Job Cost > Project Level Billing. The  
2. In the Project Invoice Entry window opens.Tab , tab through and choose a Project Number.
3. Enter a Batch ID and fill other fields, as necessary.
4. Choose In the Bill column, mark the jobs to be billed. As soon as you mark the check box, the Current Billing Subtotal amount fills in.(You can manually mark/unmark or you can use the Mark All and/or Unmark All button on the menu bar.)
5. The Current Billing Subtotal amount updates to include the billing amounts from the marked jobs. Make changes, if necessary. 
6. Use the expansion button next to Current Billing Subtotal column header to view/change individual transactions associated with this invoice, and to change the current bill amount, if necessary.Choose on a transaction and then the Select button. Enter a new Current Bill amount and choose Saveopen the Project Transaction Level Billing window. 
7. In the Project Transaction Level Billing window, the following fields default from the Project Invoice Entry window:
   • Document Type
   • Document Number
   • Project Number/Description
   • Job Number/Description
   • As of Date (this date can be edited)
8. In the table below the header information, the following bill code information associated with the job displays:
   • Bill Code
   • Description
   • Schedule Value
   • Previous Billings
   • Current Due
   • Current Bill
9. To view the transactions associated with the Bill Code(s), you can use the Filter Transactions By:
   • Bill Code
     You will need to select a bill code to view the associated transactions.
   • All
     Displays all transactions on associated bill codes.
10. In the bottom table, the transactions display and include the following information:
    • Cost Code
    • Description
    • Source
    • GL Post Date
    • QTY/Hours
    • Employee ID
    • Bill Amount
11. The Cost Codes default as marked (to be included). You can manually unmark/mark the individual transactions exclude/include the transaction from the invoice or you can use the Unmark All/Mark All buttons on the menu bar. 
12. Select Save to return to the Project Invoice Entry window. If you have excluded any transactions, the job's current billing subtotal amount is updated.
13. From the Project Invoice Entry window, save to batch.

Step 8: Post the batch and view billed amounts

After you post the project invoice batch, you can view the updated billed totals in the project bill codes.