About Billing Types

Sage 300 ERP

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Home > Entering and Posting Transactions > Invoices, Debit Notes, and Credit Notes > About Distributing Invoice, Credit Note, and Debit Note Amounts > About Billing Types

About Billing Types

Billing types are used for job‑related documents, where you manage the job using Sage 300 ERP Project and Job Costing.

The billing type indicates to Project and Job Costing whether to bill the cost of a distribution line to the customer. You can change the billing type for a distribution if the project is billable and uses an Item invoice type, depending on the project style and accounting method.

Note: Only time and materials projects and fixed price projects that use an Item invoice type in Project and Job Costing can use item invoices. You cannot change the billing type for cost plus projects or fixed price projects that use a Summary invoice type in Project and Job Costing.

If a project is no charge or non-billable (regardless of the project type, project style, or accounting method), the program sets the billing type consistent with the project, and you cannot change it.

On a basic project:

For time and materials projects and for fixed price projects that use a billings and costs or accrual-basis accounting method and an item invoice type:
- If both the specified project and category are billable, the detail is billable by default, but you can change the billing type.
- If the project is billable, but the specified category is no charge or non-billable, the detail is also no charge or non-billable, consistent with the category, and you cannot change the billing type.
For fixed price projects that use a summary invoice type and an accounting method of:
- Project percentage complete or completed project, if the project is billable, the detail is also billable.:
- Billings and costs or accrual-basis:
  - If both the specified project and category are billable, the detail is billable.
  - If the project is billable but the category is not, the detail is non-billable or no charge, consistent with the category, and you cannot change it.

On a standard project:

For time and materials projects and for fixed price projects that use a billings and costs or accrual-basis accounting method and an item invoice type:
- If both the project and the specified resource are billable, the detail is billable by default. You can change the billing type for the detail.
- If the project is billable, but the specified resource is no charge or non-billable, the program sets the detail No Charge or Non-billable, consistent with the resource.
For fixed price projects that use a summary invoice type and an accounting method of:
- Project percentage complete or completed project, if the project is billable, the detail is also billable.
- Billings and costs or accrual-basis:
  - If both the specified project and resource are billable, the detail is also billable. You cannot change the billing type.
  - If the project is billable but the specified resource is not, the detail is also non-billable or no charge (consistent with the resource), and you cannot change it.

For cost plus projects, the program sets the billing type, as follows:

For cost plus projects that use a completed project, total cost percentage complete, labor hours percentage complete accounting method, if the project is billable, the detail is automatically billable.
For cost plus projects that use a category percentage complete, billings and costs, or accrual-basis accounting method:
- If both the project and category are billable, the detail is automatically billable.
- If the project is billable, but the specified category is no charge or non-billable, the detail is automatically no charge or non-billable, consistent with the category.

Note: The Billing Type field is always blank for cost plus projects, and you cannot change it.