Setting up Project-Level Billing

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.

Project Level invoicing does not support Multicurrency.

Step 1: Set up a Project

See Setting up Projects.

Step 2: Assign Jobs to the Project

1. Select 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 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, select Project Bill Code from the drop-down list. If this isn't a project bill code job, select 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. Select Save.

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