This section will explain how to invoice contract jobs that are not billed based on the progress of a job. Review the Invoicing a Progress Billing Job section for details on progress-billing jobs. Review the Time and Material Jobs section if the job is not based on a contract.
All invoices will appear on the Billings tab of the job no matter if it is a T&M, a progress-billing or a standard invoice. Retainage percentages should be entered before any billings are entered and processed. Review the Changing Retainage in a Job section for details.
A sales order or invoice can be created for a contract job in three ways:
created directly from a quote,
manually created and associated to a job, or
created from the billing tab but manually entered.
Creating a Sales Order from a Quote
Load a job that contains a proposal or budget information by selecting a job from Job Costing > Jobs list. Open the Budget tab of the job as shown below:
Highlight the quote or change order and click the View button to open the quote the user wishes to invoice.
Click on the Process menu of the proposal. If the proposal has not been applied to a job, click the Apply to Job option and enable the Create Sales Order option. If the proposal has been applied to job (Apply to Job option is disabled) then select Create Sales Order option. Either process will create a sales order from the contents of the proposal.
Complete the Create Sales Order wizard options. Review the Proposal > Creating a Sales Order from a Proposal section for more details.
Manually Entering and Associating a Sales Order
A sales order can be entered within the sales order screen using the following steps:
Select Sales > Invoices & S.O.s from the main menu.
Enter the Customer Id.
Enter the Job Id so the sales order is associated with a job.
Select View > Advanced Options > Job Costing tab.
Turn the Calculate retainage on this invoice option ON if the contract requites retainage to be withheld from this sales invoice. Review the Changing Retainage in a Job section for more details on withholding retainage.
Enter sales order detail as usual.
Save or process the sales order.
Creating a Sales Order from the Billing Tab
An alternate method of entering a sales order is by opening the job you wish to bill and selecting the Billings tab as show below:
Click on the New button and the following dialog will appear:
Select the Blank Sales Order option.
Click the Finish button and a blank sales order will be opened with the proper Customer Id and Job Id entered into the sales order.
Enter the sales order information as described in the Sales > Sales Order section. Save or process the sales order and exit the sales order window to return to the job window.