Billing
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.
Set 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 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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