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.

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, 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 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 record for information on completing this window.
4. Choose Save.