Billing Customers — Overview

You use the icons in the A/R Billing subfolder, in the PJC Periodic Processing folder, to generate invoices for your customers and to send the invoices to Accounts Receivable.

• The Create Billing Worksheet form lets you generate billing worksheets that show the details of invoices Project and Job Costing will create for your customers.

You can create separate billing worksheets for item invoices and summary invoices, or you can create a worksheet that includes both types of invoices.

The project type and accounting method determine how the program calculates billing amounts.

Click here for step-by-step instructions on creating a billing worksheet.

• The Billing Worksheet form lets you view, edit and post individual worksheets that you have generated. Only billable projects are included.

• The Post Billing Worksheets form lets you post a range of billing worksheets.

Posting the worksheet in Project and Job Costing creates an invoice batch in Accounts Receivable, where you can view, edit, and post the job-related invoices as usual.

When you post the invoice batch in Accounts Receivable, that program creates General Ledger entries to debit the Accounts Receivable control account and credit the billings account. Posting also sends the posting information back to Project and Job Costing, including any changes you made to the invoices in Accounts Receivable.

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