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Job Billing overview

The Job Billing (JB) module creates job invoices as progress billing or time and material (T&M) billing, then interfaces those bills to Accounts Receivable.

Typical flow​

  1. Configure JB Company Parameters, bill groups, processing groups, and (for T&M) templates and rate tables.
  2. Maintain contract billing details on JB Contract Info (customer reference, T&M template, address overrides).
  3. Initialize bills with JB Bill Initialization, then edit in JB Progress Billing or JB T&M Bill Edit.
  4. Release retainage or move bill month when needed; post to AR with JB Interface.

Before you use JB​

  • Contracts and items exist in JC (or PM) with the correct bill type (P, T, or B).
  • Customers exist in AR.
  • For T&M, templates and labor categories are set up before you initialize bills.