Setup of an invoice to charge consumables

Issue/Symptom/Question

Can 3% of the invoice be charged as Consumables?

Applies To

  • General PENTA Billing question
  • PENTA for Windows
  • Billing & Accounts Receivable 
  • Project Management > Contract Information
  • Service Management > Work Order > Line items

Resolution/Fix/Answer

There are 2 options for setting up a Consumable line item:

  1. Create a Fee Line which is calculated on other lines like retention - set it up to calculate 3% on all the other Contract Lines on the invoice and call the line 'Consumables'.
    Line item for a WO

    Line item for a Job - Cost Plus
  2. Create a Lump Sum line called 'Consumables' and calculate the 3% of the Invoice when creating it and then update this Contract Line with the proper amount to equal the 3 % (It is not automatic)
    Lump Sum Line item for a WO

    Lump Sum Line item for a Job