About Billing Options

These options for Billing Type are set up on the Jobs General Tab. Selection of Billing Type affects how you create billings.

Manual

This option allows the user to create Job and Non-Job invoices. In eFinancials Accounts Receivable you can then:

Enter transactions into Billing Entry.
Use Print Billings.

Progress Billing (AIA)

This option allows the user to create items to be billed. Amounts can be entered or calculated by using percentage of completion methods. In eFinancials Accounts Receivable you can then:

Enter transactions into AIA Application Entry.
Use Print AIA Applications to print the AIA forms.

T&M Billing

This option allows the user to accumulate costs incurred for a Job, and then marks up these costs for the invoice. In eFinancials Accounts Receivable you can then:

Enter transactions using T & M Billing Entry.
Use Print T & M Billings.

Contract Billings

This option allows the user to bill Jobs. Amounts to be billed may be entered, or a percentage of the contract may be billed. In eFinancials Accounts Receivable you can then:

Enter transactions into Billing Entry.
Use Print Contract Billings.