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JB Contract Info

JB Contract Info holds contract-specific billing fields that mirror JC/PM contract billing settings—customer reference, T&M template, billing address overrides, and related options.

Before you start​

  • The contract exists in JC Contracts or PM Contracts.

Steps​

  1. Open JB Contract Info.
  2. Select the contract.
  3. Enter a customer reference (for example a work order number) when needed.
  4. Assign the T&M template if the contract uses T&M billing.
  5. Override billing address fields (address, city, and related) when the invoice should not use the default customer address.
  6. Set retainage reporting options (including item-level retainage) as required.
  7. Save.

Notes​

  • Use this form when you need a quick billing-focused view without opening the full JC/PM contract form.