Relationship Between Billing Type, Contract Type, and Invoice Type

Your billing type, which is dependent on contract type, determines the type of job invoices that can be printed. Further, certain billing types require that you create bill codes.

Billing Type	Contract Type	Job Invoice Type	Bill Codes Required
Standard	All types	Standard Types*	No
User-Defined	Fixed Contract	AIA Billing Detailed Billing Standard Types**	Yes
Cost Code	All types	AIA Billing Detailed Billing Standard Types**	Yes
Transaction Level	Cost Plus	Transaction Level Trx Level by Labor Standard Types**	No
Project Billing	All types	Project Level	No
SOP	Fixed Contract	Microsoft Dynamics GP invoice types are used***	No
Project Bill Code	All types	Project Level	Yes

*Standard job invoice types include the following types of reports: Graphic Invoice, Text Invoice, Cost Elements, Graphics Inv 2, Text Inv 2, and Tax Detail Inv.

**If you print a standard job invoice type for a job with a Cost Code, User-Defined, or Transaction Level billing type, the invoice will contain a dollar amount, but will not contain detailed information. To provide your customer with a detailed invoice, you should use the appropriate invoice type.

***The SOP billing type is used to bill jobs using Sales Order Processing; therefore, invoices are created in Microsoft Dynamics GP.