Common Billing Configurations
- Former user (Deleted)
- Workbench (Unlicensed)
Scenario One:
Raise the invoice against the Header Job, and invoice transactions off both the Header Job and the Subjobs. Revenue posted to the Job (Header Job or Subjob)
Header:
Billing Type on Header: Input Based
Billing Consolidation: Invoice Parent Revenue on Job
Subjobs:
Billing Type on Subjobs: Input Based (or Output Based or Input Output Based)
Billing Consolidation: Invoice Parent Revenue on Job
From the Get Sales button on Job Invoices this configuration of Jobs will display.
The Header Job and Subjobs with unbilled transactions (Job Transactions, Purchase Order lines if billing PO's and Outputs) are all in the list for invoicing.
Scenario Two:
Raise the invoice against the Header Job, but invoice transactions only off the Subjobs. Header Job transactions cannot be invoiced. Revenue posted to the Subjobs
Header:
Billing Type on Header: Header
Billing Consolidation: Header Job with Subjobs
Subjobs:
Billing Type on Subjobs: Input Based (or Output Based or Input Output Based)
Billing Consolidation: Invoice Parent Revenue on Job
From the Get Sales button on Job Invoices this configuration of Jobs will display. Only the Subjobs with unbilled transactions (Job Transactions, Purchase Order lines if billing PO's and Outputs) are in the list for invoicing.
Scenario Three:
Raise the invoice against the Header Job, but invoice transactions only off the Subjobs. Header Job transactions cannot be invoiced. Post all revenue to the Parent Job
Header:
Billing Type on Header: Header
Billing Consolidation: Header Job with Subjobs
Subjobs:
Billing Type on Subjobs: Input Based (or Output Based or Input Output Based)
Billing Consolidation:Invoice Parent Revenue on Job
From the Get Sales button on Job Invoices this configuration of Jobs will display. Only the Subjobs with unbilled transactions (Job Transactions, Purchase Order lines if billing PO's and Outputs) are in the list for invoicing.
Scenario Four:
Always raise the invoice against the Job, regardless of it being a Header Job or Subjob. Post all revenue to the Job
Header or Subjobs:
Billing Type on Header: Input Based (or Output Based or Input Output Based)
Billing Consolidation: Invoice Job Revenue on Job
From the Get Sales on Job Invoices button you will go directly to the Prepare Job Invoices screen for the selected Job displaying unbilled transactions (Job Transactions, Purchase Order lines if billing PO's and Outputs) for that job.
Scenario Five:
An Admin or Overhead Job. No invoicing allowed off the job.
Header or Subjob:
Billing Type on Header: No Charge
Billing Consolidation: Blank
The Get Sales button will be greyed out.