Overview
Project Billing Overview Video
JobRunner Project Billing Screen
CONTRACT TOTAL AND GRAND TOTAL are displayed in two separate rows, allowing billing to be adjusted at the “top” level for a specific amount. When an amount is specified, the system will start with the first unbilled line in the job and take all value available, moving on to the next line, and so forth until the specified dollar amount is met.
RETENTION PERCENTAGE can also be specified for those instances where the retention values are different from the main job. This retention value will be deducted from this specific invoice only.
INVOICE PRIMARY or INVOICE SECONDARY CUSTOMER is selected as the last step in the Invoicing process. Once all the other parameters have been set (amount, retention percentage, or specific lines selected), the user returns to the top to make the selection for Invoice Primary Customer or Secondary Customer. This “trigger” button generates an invoice.
INVOICE RETENTION This is where the user will create a Retention-only invoice. The options are to bill Remaining Retention or Specify an Amount. This “trigger” button generates an invoice.
In the lower portion of the screen, a user will be able to select specific lines:
SELECTION SUMMARY Once lines have been selected manually in the lower portion, Selection Summary will allow a specified Amount to be applied to those lines by either the Contract or Grand Total. (This is only available should there be enough value available on those selected lines to achieve the specified amount.) The Specified Amount will start with the first unbilled line in the selection and take all value available, moving on to the next line, and so forth until the specified amount is met.
NEW COLUMNS There are new columns indicating the “Tax Code”, “Tax Type”, and “Retention” values of each line. There is also an “Omit” column at the right. This will allow you to select a group of lines and use the Omit button to eliminate specific line(s) from the selection.
JobRunner Invoice Screen
RETAINAGE – NOT TAXED has moved up and is listed below the Sales Tax field. All taxes are being calculated and invoiced now. Then the Retainage value is deducted. Retention shown in this position will be invoiced separately without tax values.
RETAINAGE – TAXED When the Admin > Defaults are set to “Tax Retention”, the Retainage field will appear above the Sales Tax field, indicating that the Retainage is deducted before the taxes are calculated on this invoice. Later, when that Retention invoice is generated, it also will have taxes.
ROUNDING CORRECTION If an invoice is experiencing Rounding Issues (due to Grand Total overrides or any of the other rounding factors), the system will now make the correcting adjustment to match the job’s Grand Total.
GRAND TOTAL = BALANCE DUE The Grand Total of the Invoice now matches the Balance Due. This is the value that will appear on the Customer’s Statement and the value that will be aging on your AR Aging Report.