Use this tab to enter miscellaneous charges that you want to print and post on your milestone/percent complete bills. You can include up to three additional charges on a bill. Each will display on a separate line in the footer of the bill and will be added to the Current Amount Due to form the Invoice Total. Commonly used miscellaneous charges are shipping and handling. The Previous Amount Billed does not include miscellaneous charges; you must manually keep track of any previously billed miscellaneous charges.
You must first set up miscellaneous charges in the Other Billing Charges screen (Projects\Configure\Billing). The other charge code created on that screen will be used in this subtask. The charge description, account, and organization are all linked to this code. You can also use this subtask to apply sales tax/VATs to the invoice. By designating a sales tax code, you can apply sales tax to your invoice line total. You can create tax codes in the Sales/Value Added Tax screen.
Enter all the information in this tab before you print or calculate bills.
Use the fields in this group box to enter information regarding other billing charges.
Enter, or use Lookup to select, a valid other charge code. To create a new charge code, use the Other Billing Charges screen (Projects\Configure\Billing).
This field displays the description of the other charge code as it was set up in the Other Billing Charges screen. You can edit this field to make it more descriptive for this bill.
Enter the amount of this charge.
Use the fields in this group box to control the sales and value added tax that will be applied to the line subtotal, which is the sum of the Current Amount Due field. Sales tax prints in the footer of the bill. As with the other charges, the previous amount billed for sales tax is not stored. Tax is applied on the total invoice before retainage and other charges are applied.
Enter, or use Lookup to select, a valid sales tax/VAT code. You can enter tax codes in the Sales/Value Added Tax screen. The default for this field is the tax code, if any, that was entered for this customer in the Customers screen (Accounting\Maintain\Customers).
If a tax exemption ID was entered for this customer in the Customers screen, the ID defaults to this field. You can override the default in this field, if necessary.
This non-editable field displays the rate for the sales tax/VAT code.
This field displays the result of multiplying the Rate field by the invoice Line Subtotal field located in the footer of the main screen. Note that the Line Subtotal is the sum of the Current Amount Due field and includes only those line amounts found in the table window. It does not include retainage or other charges. You can edit this field.
Select this checkbox if you want the tax on milestone/percent complete bills to be calculated on the amount due after retainage has been deducted. If you leave this checkbox unchecked, the tax will be calculated on the amount before the retainage is deducted.
Changes to this screen update the MILESTONE_INVC_HDR (Milestone Invoice Header) table.