On the Billed tab, you can enter information to create a record about what to bill your customer, and view pending billable quantity, and pending billable revenue based on the progress of the cost items associated and their earnings rules. You can also view the retainage percentage associated with the pay item.
When you bill revenue or quantity for unit price pay items, the billed quantity or revenue automatically adjusts proportionally to the entered billed value to match the unit price.
For example, if the current unit price is $5,000.00 and the billed quantity is 0.50, then the billed revenue automatically calculates at $2,500.00.
You can associate and view change order cost information on a pay item and additional cost items. When creating a bill in the Billed revenue details slide-out panel or from the Bill multiple pay items option, you can select a change order to assign the billed amount. For more information about using change orders, see Change orders.
On the Pay Items tab, click the ellipses next to the pay item description, and then select Billed revenue details. The Billed revenue details slide-out opens.
On the Billed tab, enter any applicable information such as the billed revenue, billed quantity, cost category, cost item, change order, and notes.
On the Retention tab, select to release withheld retention.
On the Billed History tab, you can review the net billed revenue for the pay item and other pay item history details.
Click Apply.
You cannot delete a pay item that is billed.
For information about billing multiple pay items, see Pay item revenue billing in bulk.
Control revenue settings
Additional Information
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