JB Progress Billing

JB Progress Billing creates and updates progress invoices based on work completed on the contract schedule of values.

Before you start

• Company parameters, bill groups (if used), and contract info are set.
• Customer number is available for the invoice.

Steps

1. Open JB Progress Billing (new bill or update an initialized bill).
2. Confirm each invoice has a customer and invoice date.
3. On the Items tab, review contract items, contract amounts, and previously billed amounts.
4. Enter amounts in Bill Work Complete Amount.
5. Check retainage percent and amounts on each item.
6. Run the JB Application for Payment report when you need an AIA-style document for the owner.

Notes

• Do not change previous/contract amounts unless company parameters allow it and you have a controlled reason.
• Enable item-level retainage reporting on the contract when retainage must print per item.