Billing Revenue

  1. On the Pay Items tab, select the a pay item.

  2. Hover over to the right of the Description and click on the three black dots.

  3. Select Billed revenue details.

  4. Under the Billed tab, enter the following:

    • Billed revenue = $100.00.

    • Cost category = Installed Materials

    • Billed quantity = 1

    • Billed date = today’s date

    • Cost item = [insert a cost item from the dropdown menu]

    • Notes = ‘billing $100.00 for materials needed for concrete prep work, performed on 08/02/2019’

  5. Select Apply.

Bill for Multiple Pay Items

  1. On the Pay Items tab, hold down the SHIFT key and select any 3 pay items you wish to bill in one transaction.

  2. Navigate to the Bill multiple pay items screen by clicking on the context menu.

    • The Billed Revenue in the New Bill Request screen should match the Pending billable revenue in the Pay Item screen

  3. Change the Billed revenue value to bill half the amount to the customer.
    • The other half should appear in the Pending billable revenue field
  4. Assign a cost category to the new bill request.
  5. Type Billing half the amount the customer now, and will bill the other half when job is complete in the Notes field.
  6. Select the Submit button.
  7. Navigate to the Billed History tab for the pay item just updated and look at the entry created for this transaction.