Viewing Billing Transactions

You can view billing information for the selected job, including details on specific invoices, receivable transaction distributions, and job cash receipts in the Billing Transaction Inquiry window.

1. Select Inquiry > Job Cost > Job Status.
2. Select a job, then select Billing.
3. In the Billing Transaction Inquiry window, select a transaction and zoom on the Cash Received field to open the Job Cash Receipts window, listing the cash receipts for the selected cost code.
4. Select OK to close the window.
5. In the Billing Transaction Inquiry window, select a transaction and zoom on the Customer ID field to open the Receivables Transaction Inquiry - Customer window, showing details on receivables transactions, along with their status and amounts.
6. Select OK to close the window.
7. Double-click a transaction to open the Job Invoice Zoom window. This window contains a replica of the transaction as originally entered and serves as an online audit trail of your transaction information. You can view detail information on a job's transactions, such as invoice or credit information and receivable distributions.
8. Select Print to print the invoice.
9. In the Job Invoice Zoom window, select the Schedule button. If the job has a Standard billing type, the Standard Invoice or Credit Zoom window opens. If the job has a User-Defined or Cost Code billing type, the Schedule Invoice Zoom window opens. If the job has a Transaction-Level billing type, the Transactions Inquiry window opens. Detailed information from the original invoice entry is displayed.
10. Select OK to close the window.
11. Select the Distribution button to open the Receivables Distributions Inquiry Zoom window, showing the general ledger distribution detail for the invoice.
12. Select OK to close the window.