Manage job billing

Managers Partners  Billers

Jobs that have been set up to be billed on completion, using the Based on Job billing type can be drafted from the Billing Portfolio.

This portfolio view will display any jobs that have a billing type of Based on Job that have been marked as Complete and have outstanding WIP against them. Actions are available to Draft the bill or Draft and Confirm.

If choosing to Draft, the drafted bill will be moved into the Drafts As Owner/Creator portfolio views. Checkboxes against each line provide functionality to either Bulk Draft or Bulk Confirm the bills. At least 2 jobs must be selected for these options to be enabled.

The drafted bills will use the information that has been set up on the job details to populate the bill amount and the narrative that will appear on the bill.

Please refer to the Based on Job scenario for further information on setting the job details.