[JB] Setting Up JB Invoice Delivery

Step 1: Configure Email Settings

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

2. Click on the Email Settings tab.

3. Fill in the following fields:

   • From Address: The reply-to email address for outgoing invoice emails.

   • Subject: Subject line for the invoice email.

   • Body: Message body content for the invoice email.

Step 2: Add Recipients to JC Contract

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

2. Open the desired contract.

3. Navigate to the JB Info tab.

4. Next to JB Email Delivery, click 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.

2. Click Save.

Note: You must assign valid JB Progress Invoice and T&M Invoice formats for email delivery to work.

Step 3: Assign Valid Invoice Formats

1. Still in the JC Contract, locate:

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

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

2. Only JB Progress Invoice formats are supported. Non-JB formats will result in an error.

Step 4: Deliver the Invoice

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

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

3. When the invoice appears in the grid, check the box next to it.

4. Click Deliver at the bottom of the screen.

5. A confirmation screen will appear. Click Deliver again to finalize.

Step 5: Recipient Receives Invoice

Recipients set to E (Email) will receive the invoice via email using the subject and body defined in the Email Settings.

Notes

• Ensure the invoice format is JB-supported.

• Email delivery will fail if:

  • The recipient email is missing or invalid.

  • The invoice format is not a JB Progress Invoice.