[JB] Setting Up JB Invoice Delivery

Step 1: Configure Email Settings

1. Go to Job Billing > Programs > JB Company Parameters.

2. Click Email Settings tab.

3. Fill in:

   • From Address: Reply-to email for invoices

   • Subject: Invoice email subject line

   • Body: Message content for the email

Step 2: Add Recipients

1. Go to Job Cost > Programs > JC Contracts.

2. Open the contract.

3. On JB Info tab, next to JB Email Delivery, click Recipients to add recipients.

1. Step 1: Add Recipients

   1. In the Recipients screen:

      • Add one or more recipients.

      • Set Delivery Method:

        • E for Email

        • P for Print

      • Enter Name and Email Address.

      • Click Save.

      • Note: Assign valid JB Progress Invoice and T&M formats for email delivery.

2. Step 2: Assign Invoice Formats

   1. In the JC Contract, find:

      • Progress Bills Invoice Format: Press F4 and choose a valid JB Progress Invoice format.

      • T&M Invoice Format: Select a valid T&M format.

      • Important: Only JB Progress formats work. Non-JB formats will cause an error.

3. Step 3: Deliver the Invoice

   1. Go to JB > Programs > JB Invoice Delivery.

   2. Enter Bill Month and Bill Number, then click Search.

   3. When the invoice shows up, check the box next to it.

   4. Click Deliver at the bottom.

   5. On the confirmation screen, click Deliver again to finalize.

Step 5: Recipient Receives Invoice

• Recipients with E (Email) will get the invoice by email using the subject and body from Email Settings.

Notes

• Ensure the invoice format is JB-supported.

• Email delivery fails if:

  • Recipient email is missing or invalid.

  • Invoice format is not JB Progress Invoice.