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JB Progress Billing

JB Progress Billing enters or adjusts progress billing amounts on a contract. Create bills here manually, or open bills created by JB Bill Initialization (File → Initialize Billing, or the separate init form). Only contract items with Bill Type Progress or Both appear.

Change orders, sales/use tax, and contract-level retainage totals are other forms (not tabs on this page). Use File or Tasks → Retainage Totals for JB Progress Bill Retainage Totals when you need contract-level retainage.

Before you start​

  • Contract exists in JC Contracts with a customer. Customer, bill address, and pay terms default from the contract (customer overridable).
  • Items to bill are Bill Type Progress or Both.
  • For initialized bills: run JB Bill Initialization first (optionally restrict by Item Bill Group).
  • Invoice number is required before JB Interface — auto from JB Company Parameters Auto Sequence Invoice #, or manual (max 10 characters).
  • Certify fields appear only if Certify Progress Billing Claims is on in JB Company Parameters. Reviewer fields appear only if Use Review and Approval Workflow is on.
  • Closed month: blue warning — you may change existing bills; you may not add or delete billings. Red warning if future bills exist for that contract/customer.

Steps​

  1. Open JB Progress Billing. Enter Bill Month, then Bill Number (F4 for existing). For a new bill enter N or New — the next sequential number is assigned on save.
  2. For a manual bill, enter Contract (disabled after save; init already sets and disables it). Confirm Customer, Application # (0–32767; sequential, default 1 if none), Invoice, Invoice Desc (defaults to JB App # XX; after interface goes to AR Invoice Header Description), Process Group (from JB Contract Info; optional — billing can still process outside the group), Receivable Type (JB Contract Info → AR Customers → AR Company Parameters; drives GL), dates, pay terms, and address overrides (JB Contract Info, else customer billing address).
  3. Optionally use Restrict by Item Bill Group / Item Bill Group to limit which items initialize onto the bill.
  4. On Info, set certify and review flags when enabled: Certified, Claim Date, Certify Date, JB Reviewer Group (type 3-Job Billing), Assigned To, Ready for Review, Draft Approved, Sent to Customers, Approved for Billing. Bill Status Tracking is editable only when Status is A-Active or C-Change. Contract Review Level can block interface (for example level 3-Sent to Customer requires Sent to Customers or Approved for Billing).
  5. On Items, enter billing for each line (see below). Use Bill Items Info (above the grid) for Previous vs This Invoice at contract and item level. File → Print Worksheet opens the JB Contract Progress Worksheet (Previous, This Billing, Current, Stored Materials).
  6. Review Recipients (default from JC Contract Recipients Detail for both init and manual bills; Delivery P-Print or E-Email). Reviewers and Delivery tabs are display-only. Add Notes as needed.
  7. Save. Interface later with JB Interface.

Items tab — amounts and % complete​

  • Previous Units/Amount = last bill’s Previous + This Bill for the prior bill month/number; 0.00 if none.
  • Contract Units/Amount = original + approved change orders. Override Previous or Contract amounts only if JB Company Parameters allow changes to previous/contract amounts. Do not change Previous if Automatic Update of Prev Billed and ChgOrder Amounts on Future Bills is on (changing Previous recalculates % Complete).
  • Lump sum: enter % Complete, To Date Amount, or This Bill Amount (Work Complete) — the other two recalculate.
  • Unit-priced: same three amount fields; if Options → Item Unit Entry, also To Date Units or This Bill Units (This Bill WC Units/Amount in field help).
  • % Complete through this bill: over 100% warns but is allowed when current units or dollars exist; no warning if both are zero.
  • Stored materials: purchases increase Total; installed materials decrease it. Work Complete, Stored Materials, Total, and % Complete update as you edit.
  • Retainage % / Retainage on the item are overwritten if retainage is entered at the contract on JB Progress Bill Retainage Totals.
  • Units/Amount Claimed (grid columns) lock once Certified. Optional Reason Code on the grid.
  • Delete a line only when all previous and current amounts are zero, and the item is not on another bill for the contract (help states both rules).
  • Max retention: warning, or File → Limit Current Bill to Maximum Retention Allowed.

Status​

StatusWhen
A-ActiveDefault on create (pre-interface)
N-Never InterfacedItem is both Progress and T&M so only one side hits AR
I-InterfacedAfter interface
C-ChangeAuto when Item or Change Order detail changes. Header Invoice/Due/Discount dates or Pay Terms must be set to C manually; only C updates AR on re-interface
D-DeleteOpen month only; remove change orders in JB Progress Bill Change Orders first. Revert unposted changes before deleting a previously interfaced bill so AR can reverse it

Closed contracts​

If posting to closed jobs is not allowed, you may still save a header (for example to release retainage) with no item values; after interface the header locks. If posting to soft- and/or hard-closed jobs is allowed, line saves may proceed with a warning (help checkbox names vary).

Notes​