You can view a diagram of the contract-based billing workflow in the attached PDF. It outlines an overview of the process and includes information about the dataflow as you progress.

Attachment: ContractBasedBillingDataflow.pdf

Steps to set up a contract and issue invoices

1. Set up the contract.
2. Enter the invoice in Billing. Worksheets remain in the Unbilled.bli until you post.
3. Set the Invoice Status to Approved. This will create the invoice in the Unbilled.bli file.
4. Print the invoice in Billing. Use Print preview or Draft to validate information before printing to prevent errors.
5. Post the invoice in Billing. This moves the invoice to the Billed.bli file.
6. Post in Accounts Receivable using Task and Post Entries. Posting in Accounts Receivable sends entries to Job Cost, Contracts, and General Ledger.

What is the workflow for cost-based billing?

Training: Accounts Receivable, Contract, and Billing