Job Billing> Programs> JB Progress Billing
Once your program is open, VERIFY YOUR BILL MONTH
Info Tab:
JBP1. In the bill number field type "n" or "+" to create a new bill
JBP2. Go into Contract and select F4 to pull the contract you're billing
JBP3. Create your Invoice Description base on Customer
Items Tab:
JBP4. Once in the items tab check that your descriptions are correct and then in % Complete column put in the percentages per your PM.
Close out of JB Progress Billing
Go into JB Interface
Job Billing> Programs> JB Interface
JBP5. Fill in your Bill Month
Delete the username that populates in Created By:
Select Interface All Bills
Post
JBP6. Once you post the batch make sure you select OK to process your batch
JBP7. Validate Batch, Post Batch
Go into +JB Invoice
JBP8. Select your Beginning Invoice # you need to pull
JBP9. Preview
JBP10. Export and save your invoice as a pdf in it's respective folder
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