Search Job Bills

Use the Search Job Bills screen to view all open or closed Job Bills created within a time frame (Administration > Job Costing > Search Job Bills). You can use the date filter in the upper right corner to toggle between Open and Closed Job Bills as well as different quarters.

• By default, open Job Bills for the current quarter are displays. You can also use the Job Type filter to view Job Bills for specific Job Types.

• Click Add to enter a new job bill.

• Click Update to edit the highlighted job bill.

• Click Print to print the Summary or Detail version of the job bill. The Summary version of the bill only prints the bill amount - it does not print each phase/cost code billing entry. The Detail version of the bill prints each individual phase and cost code billing amount.

Options button:

• Open Job: Takes you to the Job Profile of the highlighted job.

• Add: Enter a new job bill.

• Update: Edit the highlighted job bill.

• Print Detail Summary: Allows you to print the summary version of the Job Bill. This is a document you can present to the customer. The Summary version of the bill only prints the bill amount - it does not print each phase/cost code billing entry.

• Print Detail Bill: Allows you to print the detail version of the highlighted job bill. This is a document you can present to the customer. The Detail version of the bill prints each individual phase and cost code billing amount.

• Void Bill: Allows you to mark the highlighted job bill as Voided. If payment has been applied to the job bill a credit memo will be created for the payment amount. If the job bill is posted a reversing entry will be made to the general ledger.

• Receive Payment: Allows you to receive payment on the highlighted Job Bill.

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