Billing a Change Order

To create an AP Billing for items on a change order for a Progress Bill project: 

1. Create Draw Request

a. Accounts Receivable - Data Entry - Draw Request 

2. Transfer Changes

a. Select Transfer Changes
b. Select the Transfer checkbox for any change orders that should be pulled into the selected draw request. 

3. Print the Draw Request Form for Project Manager to update percentages complete

4. One draw request form is returned, update percentages complete

a. Update percentages by typing the updated amounts in either the This Period Work or % Complete columns.

5.Update to Invoice Entry

6.Print and Send AR Invoice

a. AR-Customer Invoices

b.Enter invoice number- print status

c. Check both first print and reprint- click invoice source to include draw request

d. Preview