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Use project bill numbers to assign sequential bill numbers within a given project.  

If the customer requires sequential bill numbers, you can use the Last Bill Number field in the Controls tab of the Project Billing Information screen (Projects\Maintain\Billing) to initialize the starting bill number.  The system will automatically update this field each time a bill is posted.   

The system will post the receivable portion of the billing entry to the level of the project where the billing formula has been placed.  

The unbilled portion of the entry will be posted to the higher of the revenue level of the project or the billing level.  The revenue and billing levels are defined as the level of the project at which the revenue and billing formulas are placed.

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

The Actual bill amount will be posted to the general ledger and accounts receivable history files.

This field displays the project-specific bill number assigned to this bill.

If the Enable Project Specific Bill Numbering checkbox is selected in the Billing Settings screen, each project will have its own bill number sequencing. You initialize this bill number in the Project Billing Information screen, and it will be incremented each time you post a bill.

Note: This bill number is used in addition to the company-wide invoice number. It does not replace the company-wide invoice number.

Enter, or use Lookup to select, the terms that should be printed on the bill. You must have already established selections in the Customer Terms screen. The default will be the terms that were specified for this customer in the Customers screen (Accounting\Maintain\Customers).

This non-editable field displays the number of the bill posting sequence. It will record the bill posting routine number for the unique fiscal year, period, and subperiod. Normally this field is blank. If a number displays in this field, it indicates that another user is currently posting the bill.

This field displays the receivable account to which the bill will be posted. The default is the account with the function code of "Billed A/R" within this project's project account group. You can use Lookup to select a different account.

This is the organization to which the bill will be posted. The default is the Owning Organization of the project. You can use Lookup to select a different organization.

If you are using reference numbers for data entry, enter, or use Lookup to select, the reference number 1.

If you are using reference numbers for data entry, enter, or use Lookup to select, the reference number 2.

Enter, up to 254 characters, the text to print in the heading of this bill.

You can set up a default bill heading in the Other Info tab of the Project Billing Information screen.

If this checkbox is selected, this indicates that the bill has been included in a WAWF file. Although you can edit this checkbox, you should exercise caution when doing so because it may cause the file to be included in more than one WAWF file.

If you recalculate the bill after including it in a WAWF file, the system will uncheck this checkbox.

If the bill has been included in a WAWF file, this field will display the file name.

If the bill has been included in a WAWF file, this field will display the output path used when the file was created.