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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

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Project Level invoicing does not support Multicurrency.

Step 1:

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Set up a project

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See Setting up projectsProjects.

Step 2:

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Assign jobs to the project

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1. Choose Cards > Job Cost > Job.
2. Complete the following fields:
   • Job Number, Description
     Enter a job number and description.
   • Project Number
     If this is a project bill code job, enter the number of a project that has the Project Bill Code check box checkbox marked in Project Maintenance.
   • Architect ID
     If an architect ID was assigned to the project in the Project Maintenance window, that architect defaults to the job record.
   • Billing Type
     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 recordJob Record for information on completing this window.
4. Choose Save.

Note

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