Miscellaneous Invoices

Miscellaneous invoices are typically used to generate one-time, itemized customer invoices (a.k.a. Misc Invoices) as well as Time and Material (T&M) billings.  All progress billings (a.k.a Contract Billings) are processed through the Job Cost Module.  The Misc and T&M invoices are made up of individual taxable and non-taxable line items which include a description of the item and the amount that is being billed for the item. Each item may include the total number of units billed and the unit cost, or a lump sum amount.  An unlimited number of items may be included on each invoice, and the invoice will print on multiple pages as required.  An optional factor for overhead and profit and/or retention can be added to the total amount of the invoice if desired.

T&M invoices are created by pulling job transactions including payroll, payables, and journal entries for a specific job based on job cost phases that have been set up with a T&M Markup Type and billing rate.  The transactions may be printed in summary or detail on the invoice along with the billable units, rates and amount.  Transactions included on a T&M invoice will be flagged as billed in the system and will not be able to be billed again.