Billing Methods for Jobs

Using Sage 100c 2018 with Job Cost:

What is the best way to invoice/bill for Jobs (through AR/SO/orJC), and what are the advantages or limitations of each method especially as they relate to WIP reporting?

We use Milestone Billing (X% at time of order, Y% at first delivery, Z% at final delivery, R% retainage) for some projects and follow AIA Billing (monthly invoice based on %complete following a schedule of values with retainage%)

In the past we have used an Excel spreadsheet to track the invoicing and simply created an AR Invoice for the scheduled amount. We have also considered creating a SO with "/N" non-stock entries with a quantity of 1 for each milestone amount and when it is time to invoice we "Ship" that fake item triggering an invoice and a back-order for the remaining milestones. Job Billing Data Entry intrigues me, but we have never used it before.

  • 0

    If you're billing AIA, try using the progress billing method (3-7). You can bill based on percentages completed by divisions or cost codes from there. You can import from an estimate, or manually input your data. Not sure if there's anything in Sage U to demonstrate, but you might try searching there.

    Anyhow, hope this helped! Good luck!

  • 0 in reply to mcorpora

    Thank you. Not sure what you mean by (3-7) Do you mean setting the Acct method to "% of completion" and Billing Method to "Time and Material" in Job Maintenance and then using Job Billing and Data Entry to process the invoice? There seems to be very little on Sage U regarding demonstrations using Job Cost.

  • 0 in reply to DDW

    3 is the number for accounts receivable on the menu list. 7 is the option for Progress Billing

    sometimes it's easier to use the number options when navigating through the menu.

  • 0 in reply to mcorpora

    also- try youtube! There are contract companies out there that do demonstrations of Sage on there. Really helpful stuff too.

  • 0 in reply to mcorpora

    Thanks. I guess the 2018 interface does not show menu lists with numbers. Under our AR there is no "Progress Billing" option, closest thing is AR Invoice Data Entry. I tried a search but no results in the AR module match. 

  • 0 in reply to DDW

    Yeah- we have Sage 100 Contractor..... prob is a bit of a difference :( sorry!

  • 0

    I would like to bring this question back to the top because it is valid yet hasn't been answered for Sage 100 2018, and include a sales tax twist: to invoice a GC in a different city if we use their address in Job Maintenance Avalara will calculate sales tax incorrectly based on the GC location. A workaround is to bill through Sales Order, but that defeats the convenience of Retention and WIP which is also necessary. I have created a UDF in Job Maintenance Header for the GC's account number to use in an Invoice subform for the address block (it even flows to AR Invoice History for later reference), but I just wondered if anyone else out there had a better idea for handling Job Cost billing that bills to a third party. Please don't suggest Sage 100 Contractor--Sage 100 is the best match except for this one area of business.  Thanks for your input!