Enter the required billing application information

1. Open 3-7 Progress Billing.
2. In the Job box, enter the job number.
3. If the job uses phases, enter the phase number in the Phase box.
4. In the Description box, enter a brief statement about the work completed.
5. In the Application Number box, enter the number of the application you’re submitting.
6. In the Billing Date box, enter the date ending the period for which you’re submitting the request.
7. In the Billing Cycle box, enter the billing cycle.
8. Select either Cost Codes or Divisions in the Billing Basis area.
    NOTE: You can use only one type of Billing Basis per set of job applications.  You can't switch between Billing Basis for the same application set.  
   

Enter the billing application Setup information

1. Click Options and then Setup.
2. In the Architect box, enter the vendor number of the architect or engineer.
3. In the Architect's Job Number box, enter the number the architect uses to refer to the job.
4. In the Income Account box, enter the operating income account, NOT the bank account.
5. If you’re using subsidiary accounts, enter the account number in the Sub-account box.
6. In the Tax District box, enter the number of the sales tax district, if applicable.
7. In the Primary Rate box, enter the rate of retention.
8. In the Primary Maximum box, enter the maximum amount to withhold based on the primary rate of retention.
9. In the Material Stored Rate box, enter the rate of retention for stored materials.
10. In the Secondary Rate box, enter the retention rate to apply when the billings exceed the primary maximum.
11. Import the schedule of values.  Click Options, Import, and then choose either Import Budget or Import Proposal.
12. Click File, Save.

 NOTE: The Primary Retention, Architect, Income Account, and Tax District fields use the default values from the fields in the 3-5 Job record.

Enter information in the billing application's grid

Before you fill in the grid, you need to decide if you're entering current or percent complete amounts. Entering one will calculate the other automatically.

1. In the Current Complete box, you can enter the costs incurred. If you enter the costs, don’t enter the work percentage completed in the Percent Complete box.
2. In the Retention Rate box, you can accept the default primary rate from the Progress Billing Setup window. Or you can enter a different rate for the item.
3. In the Current Stored box, enter the current cost of materials stored for the job.
4. In the Percent Complete box, you can enter the percentage of work completed. If you provide the work percentage completed, don’t enter current costs incurred in the Current Complete box.
5. In the Taxable cell, type Yes if the item is taxable or No if the item is non-taxable.
6. Repeat these steps for each item on your grid.

Calculate and save the billing application

1. Click Options, Calculate.
2. Select the option that corresponds to your data in the grid.
   • If you entered Percent Complete amounts, use the first option.
   • If you entered Current Complete amounts, use the second option.
3. Click File, Save.

Submit, Post, and create the next application

1. Click File, Recall.
2. Click the Submit button when ready to apply.
3. Click File, Recall.
4. Click the Post button when ready to apply.
5. Click File, Recall.
6. Click the Next button to create the next application.