Select the setting to allow quick bill invoices for contract-based jobs. Note: Quick bill does not update the billed or paid amounts on the contract. - In Billing, from the File menu, select Company Settings, BL Settings
- In the Quick Bill options area, select Allow Quick Bill for contract-based jobs.
- Click OK.
Enter the invoice through Quick Bill invoices. See the attached article for detailed steps. The Quick Bill invoice can only be billed at the Job and Extra level for contract jobs. You cannot bill to a specific cost code. You cannot use Enter Invoices in Accounts Receivable for this type of entry. Note: Any amounts billed on a Quickbill for a Use Contracts job will show in the JTD work billed totals in Job Cost and Project Management. The amounts will not show as total billed or previously billed in Contract Based Invoices in Billing or in Contracts. This may cause confusion when reading Project Management or Job Cost Reports as some reports will show a total percent complete that is higher than the contract amount billed. The Contract Billing Summary or Contract Item Billing Summary reports in Contracts or the Inquiry, Contract/Item inquiry, Derived Totals will show the amount that has been billed against the contract and may need to be used in conjunction with JC or PJ reports that have a JTD total billed field. In addition, these amounts for work billed and any subsequent payments or retainage held will not be available to see in Billing. These amounts are outside of the contract and will not be included on contract or cost based Billing invoices as previous work completed or payments received. Retainage held on the Quickbill will also not be available to see on the contract or cost based Billing invoices entered as well. |