Billing
Use Billing to create free-form customer invoices at any time. Or take advantage of Sage Timberline Office integration to automatically produce time-and-material, cost plus, lump sum, progress billing, and unit-priced invoices based on your contracts. Automatically send billable costs from other Sage Timberline Office applications to Billing.
Free-form invoicing
Enter information into a window that resembles an actual invoice to create quick and easy free-form billings.
- Create invoices for jobs, cost extras, and cost codes, or create an invoice for a customer without requiring a job.
- Speed entry by retrieving customer and billing information from Job Cost and Accounts Receivable, and descriptions and prices from standard item tables, rate tables and add-on tables.
- Apply taxes and withold retainage on an item-by-item basis.
- Apply different totaling options, including subtotals and grand totals.
- Customize the look and content of the invoice.
- Set up jobs and customers on-the-fly.
- Set transactions to automatically post in Accounts Receivable.
Automated contract invoicing
Billing can also generate cost-based (time and material, cost plus) and fixed-price (progress billing, unit price, lump sum) invoices based on your contracts.
- Automatically send billable costs from other Sage Timberline Office applications to Billing.
- Track scheduled values and units by contract item.
- Create tables to automatically apply markup percentages, billing rates, and add-ons.
- Generate and edit work-in-progress (WIP) detail, and bill WIP through a cutoff date.
- Enter fixed-price invoice information with an interactive spreadsheet.
- Automatically calculate retainage by contract item.
- Automatically calculate sales tax.
- Customize invoice formats.
Inquiry and reporting
A few of the pre-designed inquiries and reports that come with Billing include Work in Progress by Customer, Contract Based Invoices, Worksheet Entries, Invoice Status, and Unit Based Quick Bill Invoices.
Additional efficiencies
- Bill to cost extras.
- Designate journals for entering worksheets, printing invoices, and posting invoices.
- Customize the toolbar for push-button access to reports, inquiries, and tasks.
- Select free-form invoice formats for unit-based, non-unit-based, and retainage billings.
- Generate invoices for different companies via General Ledger prefixes.