Sage Timberline Office | Billing
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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.

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