Print T & M Billings

Make the following menu selections to display this page:

eFinancials—Accounts Receivable—Print T & M Billings

Use this page to print billings for jobs set up as T & M Billings.

About T & M Billings

ClosedFields

Select

Select what you want to print. Options are:

T & M Billings Proof (default)

Select this option to print a proof for T & M Billings. The Proof format is report or billing invoice format.The proof report can be run as many times as needed.

Print T & M Billings

Select this option to print final T & M Billings. Using this option will mark the billing as printed, and the user must select the Reprint T & M billings option to reprint the billings.

NOTE that the T & M Billings may be printed on the TM Billing Invoices, which are the same forms used by StarBuilder

Reprint T & M Billings

Select to reprint T & M Billings.

From / Thru (Job / Customer / Billing ID / Billing Date)

(Optional) Click the Lookup icon to display the Select pop-up and select range of IDs for the billings you want to print.

This is available for Job, Customer, Billing ID, and Billing Date.

To Print a billing for an individual Job, Customer, Billing ID, or Billing Date, select the same ID or date for both From and Thru.

NOTE that the Thru Billing Date defaults to the login date.

Print items that are selected to bill 'Later' and are not included in the totals (check box)

Prints items with the Billing Status of Later, as selected in T & M Billings Entry.

This check box appears only when T & M Proof is selected.

Proof Format

Select the format type for the billing you want to print. These options appear only when T & M Proof is selected. Options are:

Report (default)

Select this option to print the T & M Billings in report format.

Billing

Select this option to print the T & M Billings in billing format.

Include Message on Billing (check box)

When checked, a text box appears so that you can type a message into the box, which will appear on the billing.

The text box appears on the form only when Print T & M Billings or Reprint T & M Billings is selected.

Print (button)

Click to print the billing proof, the billing, or reprint the billing, based on the option you selected.

ClosedTo Print T & M Billings

Refer to Fields list, above, for more information about selection criteria.

  1. From the eFinancials menu, select Accounts Receivable—Print T & M Billings.
  2. Select what you want to print: T & M Billings Proof, T & M Billings, or Reprint T & M Billings.
  3. (Optional) Select a From / Thru range for Job, Customer, Billing ID, and/or Billing Date.
  4. Complete any other options that appear. Use the Fields List for help.
  5. Click Print.

See Also

Accounts Receivable Introduction

Jobs Tabs - T & M Tab