TOTALS

Use this subtask to view the invoice totals, retainage, sales tax, and customer funding responsibility percentage. You can also edit the other charges.

Project

This non-editable field defaults from the Edit Standard Bills screen (Projects»Billing»Edit Billings). The non-editable field below displays the project description.

Customer

This non-editable field defaults from the Edit Standard Bills screen (Projects»Billing»Edit Billings). The non-editable field to the right displays the description of the customer.

Used For

This non-editable field displays the purpose of the bill: Actual or Backup-Only. Backup-Only bills provide supporting detail for the Actual bill.

Invoice Amount Due

This group box displays summary information on the invoice in both your company's functional currency and the billing currency used for this invoice.

Invoice Total

This non-editable field displays the total amount of this bill, before any retainage amounts are deducted.

Less Retainage

This non-editable field displays the total of any retainage amounts.

Project Receivable

This non-editable field displays the total amount of this bill, after retainage.

Plus Sales Tax

This non-editable field displays the total sales tax applied from the Detail subtask.

Plus Other Charges

This non-editable field displays the total other charges as entered in the Other Charges group box on this screen.

Customer %

This non-editable field displays the percentage of funding responsibility assigned to this customer in the Project Billing Info screen (Projects»Billing»Billing Master or Projects»Project Setup»Revenue Setup).

Amount Due

This non-editable field displays the result of multiplying Project Receivable by the Customer %.

Other Charges

Use this group box to enter other, or miscellaneous, charges that you want to print and post on your bills. You can include up to three different codes on a bill. Each appears on a separate line on the bottom of the bill and is included in the invoice total.

You can set up other charges in the Maintain Other Charges screen (Projects»Billing»Controls). Included in the setup is a description of the charge and the account and organization that will be used when the bill is posted. Each particular setup is identified with a code that can then be entered in this screen.

Code

Enter, or use to select, the valid code for the miscellaneous charge you want to bill.

Description

This field contains the description of the other charge code as it was set up in the Maintain Other Charges screen (Projects»Billing»Controls). This field can be edited.

Amount

Enter the amount for this miscellaneous charge. The amount in this field is displayed in your company's functional currency.

Billing Currency

The miscellaneous charge will display here in the billing currency for this invoice.