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 ReceivableÂ
- Project Management > Contract Information
- Service Management > Work Order > Line items
Resolution/Fix/Answer
There are 2 options for setting up a Consumable line item:
- 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 - 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