Billing
Use Billing to create free-form customer invoices
at any time. Or take advantage of the Sage Timberline Office integration
to automatically produce time-and-material, cost plus,
lump sum, progress billing, and unit-priced invoices
based on your contracts.
Free-form invoicing
Enter information into a window that resembles an
actual invoice to create quick and easy free-form
billings.
- Create
invoices for jobs, cost extras, and cost codes,
or create an invoice for a customer without requiring
a job.
- Speed
entry by retrieving customer and billing information
from Job Cost and Accounts Receivable, and descriptions
and prices from standard item tables, rate tables
and add-on tables.
- Apply
taxes and withold retainage on an item-by-item basis.
- Apply
different totaling options, including subtotals
and grand totals.
-
Customize the look and content of the invoice. et
up jobs and customers on-the-fly.
- Set
transactions to automatically post in Accounts Receivable.
Automated
contract invoicing
Billing can also generate cost-based (time and material,
cost plus) and fixed-price (progress billing, unit
price, lump sum) invoices based on your contracts.
- Automatically
send billable costs from other the Sage Timberline Office applications
to Billing.
- Track
scheduled values and units by contract item.
- Create
tables to automatically apply markup percentages,
billing rates, and add-ons.
- Generate
and edit work-in-progress (WIP) detail, and bill
WIP through a cutoff date.
- Enter
fixed-price invoice information with an interactive
spreadsheet.
- Automatically
calculate retainage by contract item.
- Automatically
calculate sales tax.
Customize invoice formats.
Inquiry
and reporting
A few of the pre-designed inquiries and reports that
come with Billing include Work in Progress by Customer,
Contract Based Invoices, Worksheet Entries, Invoice
Status, and Unit Based Quick Bill Invoices.
Additional
efficiencies
- Bill
to cost extras.
- Designate
journals for entering worksheets, printing invoices,
and posting invoices.
- Customize
the toolbar for push-button access to reports, inquiries,
and tasks.
- Select
free-form invoice formats for unit-based, non-unit-based,
and retainage billings.
- Generate
invoices for different companies via General Ledger
prefixes.
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