1. Gather the required billing information such as draw ID, invoice ID and job-related IDs.
2. From the Tasks menu, select Enter Billings.
3. Enter each billing into the grid. In the grid columns preceding the Amount column, enter the information applicable to the billing.
4. If you are doing progress billing, you can click Calc Billing when the cursor is in the Amount Billed column. This opens the Calculate Billing Worksheet window to help you determine the billing. Use What's This? Help to determine how to enter appropriate amounts for the available items.
5. In the Retainage column, enter the amount of retainage to be withheld from the full amount of the billing. If you are withholding retainage and billing previously withheld retainage, enter the difference between the two. For example, if 1,000.00 is being withheld and 1,200.00 is being billed, enter 200.00.
6. The entry in the next column (the one with no heading) should display an "H" if the retainage amount is being withheld or a "B" if it represents a net retainage being billed. For the example in step 5, the column should display a "B". You can alternate between "H" and "B" by clicking the Hold Retainage and Bill Retainage button at the bottom of the window.
7. Complete the rest of the grid line.
8. Repeat steps 3 through 7 for each billing transaction.
9. When done, click Totals to verify totals, then click Close to return to the grid.
10. Click Finish if no more entries are to be made. Otherwise return to step 3.
11. Change the options displayed in the Print Selection window or accept the defaults.
12. Click Start.
13. Review the Billings Journal to verify totals and to check for errors.

Notes:

• If you are interfacing with General Ledger, the debit and credit totals must equal unless you have marked the No option in the Force Zero Proof in the GL Settings - Processing Options window in General Ledger.
• Job Cost billing does not calculate sales tax. If you want sales tax to appear on your billing invoice, create a separate line of distribution for the sales tax amount.

• If Accounts Receivable is installed and an Accounts Receivable Master file is present for the company being processed, billings must be entered in either the Billing or the Accounts Receivable application.