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

A JB Bill can be created manually in the JB Progress Billing Program or JB T&M Bill Edit. It could also be initialized in the JB Bill Initialization form.

This is a step-by-step walk through of creating a JB Bill. This article assumes you have your Contract Master set up and the Bill Type set to either P-Progress or B-Both of Progress Bills for T-T&M or B-Both for T&M Bills.

Steps for creating a T&M Bill:

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

2. Enter the month you wish to bill in the Bill Month field.

3. Tab to the Bill Number field and enter a '+' or 'n' to create a new bill.

4. If you have JB Company Parameters set to Auto Sequence Invoice numbers it will auto fill this. Last Invoice Option in JB Company Parameters allows you to choose your invoice based on Job Billing or Accounts Receivable. If choosing Job Billing, you could get duplicate invoice numbers as Job Billing and Accounts Receivable invoice numbers could overlap. If you are not using this option you will want to enter your Invoice Number manually in your Bill.

5. Next you enter your Contract Number. Once you tab off of this field it will cause most of the fields on the Info tab to auto fill. These fields will pull from the JC Contract Master form.

6. You can then manually add costs to your bill by going to File > Job Cost Detail. 

7. You can manually create sequences and lines on your T&M Bill in the Bill Lines form by pressing on the 'Bill Lines' button.

Steps for creating a Progress Bill:

1. Open the JB Progress Billing Form under Job Billing Programs.

2. Enter the month you wish to bill in the Bill Month field.

3. Tab to the Bill Number field and enter a '+' or 'n' to create a new bill.

4. If you have JB Company Parameters set to Auto Sequence Invoice numbers it will auto fill this. Last Invoice Option in JB Company Parameters allows you to choose your invoice based on Job Billing or Accounts Receivable. If choosing Job Billing, you could get duplicate invoice numbers as Job Billing and Accounts Receivable invoice numbers could overlap. If you are not using this option you will want to enter your Invoice Number manually in your JB Progress Billing.

5. Next you enter your Contract Number. Once you tab off of this field it will cause most of the fields on the Info tab to auto fill. These fields will pull from the JC Contract Master form.

6. If you are using Bill Groups you will want to check the Restrict by Item Bill Group box and then enter the Bill Group you will be billing on this invoice.

7. Go to the Items tab

8. You can enter your amounts as either a percentage in the '% Complete' column or as a dollar amount in the 'This Bill WC Amount' column. The retainage percentage will default from the Contract Master and auto-calculate the retainage amount.

9. Once you have entered all of your amounts you may close the bill and go to JB Interface.

10. Here you will enter the Bill Month that you created the bill and check the 'Interface' box.

11. Select Post.

12. Now you may process the batch as normal.