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Print Contract Billings
Make the following menu selections to display this page:
eFinancials—Accounts
Receivable—Print Contract
Billings
Use this page to print billings that have Contracts attached to them.
The following criteria must be met for the format for Print Contract Billing to be used:
1. In Job Cost on the Contract Tab, the Job must have:
Contract # - A contract number entered in the Contract # field, and
Print Contract Billing - The Print Contract Billing check box must be selected. This flags the billing to be a Contract Billing and, therefore, print on this report.
Note that when the check box is not selected, the billing will show up for Print Billings.
2. In eFinancials, in Billing entry, the billing's contract Job number must be selected from the Lookup 
.
Examples
Job (A)
No Contract # entered on the job .
Can only print standard billings using Print Billings.
Job (B)
Has a Contract # entered on the job but does not have the Print Contract Billing box checked.
No Contract # entered in Billing Entry = Prints standard billings using Print Billings.
Has a Contract # entered in Billing Entry = This billing can only include a single job in detail and prints standard billings using Print Billings.
Job (C)
Has Contract # entered on the job and the Print Contract Billing box is checked.
No Contract # entered in Billing Entry = Prints standard billings using Print Billings.
Has Contract # entered in Billing Entry = Job defaults to the selected contract job, customer is grayed out, and will only print using Print Contract Billing.
Fields
Print all unprinted billings / Print all billings /
Reprint billings
Select one option to indicate the contract billings you
want to print.
Print
all unprinted billings (default) prints all contract billings that do not
have the Printed check box selected
in the General Information section in
Billing Entry.
Print
all billings prints all Billings regardless of the checked/unchecked status of the Printed
check box selected in the General Information
section in Billing Entry.
Reprint
Billings prints all contract billings that have already been printed.
From Job / Thru Job
(Optional) Click the Lookup icon to display the Select pop-up and select range of IDs for
the contract billings you want to print.
To Print a billing for an individual Job,
select the same ID for both From
and Thru.
Include Message on Billing (check box / text box)
To include a message on the
Contract Billing report, check the box and then enter into the text box the message you
want printed.
Print (button)
Click to print the report.
Description of a Billing
Print Contract Billings can print the following for each billing.
What prints depends on your selection criteria and setup.
- Customer Logo, if
one has been uploaded from global setup Images.
- Invoice, Customer
ID, Date, Due By, Description, Reference (from Print Tab on the Billing grid).
- Customer Address
from the Customers Addresses Mail Addresses
tab.
- Job information including address
- Original Contract amount
- Approved Change order amount
- Current Contract amount
- Earned To Date amount
- Sales Tax amount
- Total Earned To Date amount
- Retainage To Date amount
- Total Earned Less Retainage amount
- Previous Invoices amount
- Current Billing amount
- Less Retainage amount
- Current Sales Tax amount
- Unpaid Invoice Amount
- Total Amount Due
Refer to Fields Lists
tabs for more information.
To Print Contract Billings
Refer to Fields list, above, for more information about
report selection criteria.
- From the eFinancials
menu, select Accounts Receivable—Print Contract Billings.
- Select to print all
unprinted contract billings, all contract billings, or reprint contract billings only.
- (Optional) Select
a From Job / To Job
range to
print.
- (Optional) Select
the Include Message on Billing
check box and then enter a message to print on the report. NOTE
that checking this box also enables you to print Discount
Terms and Date on the
billings. Refer to Fields list for details.
- Click Print.
See Also
Accounts
Receivable Introduction