• Billing

    I have a customer who requires 2 invoices each month off the same contract. I understand how to enter the first contract billing but when I go to enter the 2nd one, how do I get the items billed this month to items previously billed. I am trying to bill…
  • Applying payments for AR Invoices that were applied in the wrong order

    Firstly, We have 3 invoices 11113355, 11113356, 11113357. Invoice 11113357 was created to hold retainage for the previous two invoices after we received payment and realized retainage should have been held but was not originally. Therefore when…
  • Unit Cost vs. Unit Price

    Billing > Setup > Standard Item Under the unit tab there is three data entry boxes ( unit cost, unit price, unit of measure). Can someone explain the difference in the "unit cost" and the "unit price"?
  • Billing: Selective Line Item

    I made a mistake coding an item and billed the wrong job. I moved the item in AP and on only want to bill for the item to show only this item that it had been moved. What would be the easiest and cleanest way to create and bill for this? I tried to go…
  • Contract Billing Invoice; after posting, finalizing and printing the invoice, it is not updating the Previously Completed Work.

    I just finished Contract Billing an Invoice for a customer; finalized, printed and posted. I went back in to continue billing the same customer/same billing contract but the previously completed work column is not updated. I deleted the invoice and re…
  • Billing Rate Tables - Upload?

    Is there any way to upload a Billing Rate Table. I have a rate table that I have to update 4 times a year that has 539 line items. The screen for rate table is so small and this takes soooo much time I would love to find out if there is anyway to upload…
  • T&M with GMP

    FormerMember
    FormerMember
    I am fairly new to Sage. I have been working with it for the last 4 years in a small capacity. I recently have began using the software in its full capacity and have questions on Billing and the best suggested ways to bill a client that is a Guaranteed…
  • Contract based invoice - how to distribute amount to Amount Types in Contracts

    Hello, I'm trying to figure out how the contract shall be set up to allow for amount distribution to different amount type. I have a contract item with contract amount populated against Labour, Material and Overhead. I use Progress billing. When I…
  • Can I have multiple job numbers on the same invoice?

    Can I have multiple job numbers on the same invoice?
  • Estimator / Project Manager Position

    South Bay Landscape Company is currently seeking a qualified Special Projects Estimator/Project Manager to join our team. This position requires an understanding of the complete bidding process of landscape installation or renovation of projects along…