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.

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, choose a billing type of Project Standard Billing.

3. Complete the remaining fields in the Job Maintenance window. See Creating a Job Record for information on completing this window.

4. Select Save.