[JB] How to Manually Create a Bill in Job Billing

Creating a JB Bill

A JB Bill can be created manually using JB Progress Billing, JB T&M Bill Edit, or initialized in JB Bill Initialization. Ensure your Contract Master is set up and the Bill Type is assigned correctly:

• P = Progress

• T = T&M

• B = Both

Steps for Creating a T&M Bill

1. Open JB T&M Bill Edit under Job Billing Programs.

2. Enter the Bill Month.

3. In the Bill Number field, enter + or n to create a new bill.

   • If Auto Sequence Invoice Numbers is enabled in JB Company Parameters, the system will auto-fill this field.

   • If not, enter the invoice number manually.

4. Enter the Contract Number. Most fields on the Info tab will auto-fill from the JC Contract Master.

5. To add costs, go to File > Job Cost Detail.

6. To create sequences or lines, click the Bill Lines button and enter the details manually.

Steps for Creating a Progress Bill

1. Open JB Progress Billing under Job Billing Programs.

2. Enter the Bill Month.

3. In the Bill Number field, enter + or n to create a new bill.

1. 

2. If Auto Sequence Invoice Numbers is enabled in JB Company Parameters, the invoice number will fill automatically. The Last Invoice Option lets you choose numbering based on Job Billing or Accounts Receivable. Using Job Billing could create duplicate numbers since Job Billing and AR numbers may overlap. If you don’t use this option, enter the invoice number manually in JB Progress Billing. 

3. Enter your Contract Number. After you tab out of the field, most fields on the Info tab will auto-fill with data from the JC Contract Master. 

4. If using Bill Groups, check Restrict by Item Bill Group and enter the Bill Group for this invoice.

   On the Items tab, enter amounts as a percentage in '% Complete' or as a dollar amount in 'This Bill WC Amount'. Retainage will auto-calculate based on the Contract Master settings.
   

5. After entering all amounts, close the bill and go to JB Interface.

6. Enter the Bill Month, check the Interface box, and select Post.

7. You can now process the batch as usual.