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.
- Choose Cards > Job Cost > Job.
- Complete the following fields:
- Job Number, DescriptionEnter a job number and description.
- Project NumberIf 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 an architect ID was assigned to the project in the Project Maintenance window, that architect defaults to the job record.
- Billing TypeIf 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.
- Complete the remaining fields in the Job Maintenance window as usual. See Creating a job record for information on completing this window.
- 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.