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Overview:

The Invoicing Tab of Job information window is used to add information to print on an invoice and set invoicing rules such as pricing schedules, invoice limits, and retention.

Benefits:

  • Allows each job to have different billing rules to comply with most contracts
    • Not to Exceed
    • Retention
  • Track multiple jobs for one contract and combine to bill under one invoice

Roles:

  • Project Manager/Coordinator
  • Billing Dept

...

  • Project Management > Jobs > Job Information

Video:

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urlhttps://vimeo.com/manage/videos/350382728/868c04f70a