Billing Details

This non-editable field displays the customer to which the progress payment bill will be sent. The customer name appears in the non-editable field to the right.

This field displays the company-wide invoice number that was assigned to the bill during the Calculate Progress Payment Bills process (Projects\Process\Billing).

You can edit the assigned invoice number as long as the invoice number entered is unique on a company-wide basis.  The system will perform a validation to ensure that the invoice number in this screen has not been used elsewhere in the system.

Use this drop-down box to control the status of the bill: "Selected" or "Unselected."

When the bill is calculated, the status is "Unselected." After reviewing the bill and making any necessary edits, change the status to "Selected" to indicate the bill is acceptable for posting. You can change the status of the bills for an individual project in this screen or for a range of bills in the Select Bills for Posting screen. You can print bills with either a "Selected" or "Unselected" status, but only "Selected" bills can be posted.  

Note: The Calculate Progress Payment Bills process (Projects\Process\Billing) will recalculate any bills that are on "Unselected" status.  This will result in the loss of any manual changes.

This non-editable field displays the invoice date of the bill. It is initially set to the invoice date entered in the Calculate Progress Payment Bills screen (Projects\Process\Billing).

You can edit this field, or manually clear and enter the bill date when the bills are printed, in the Print Progress Payment Bills screen (Projects\Transactions\Billing).  This date will be shown on the form 1443 on the 8. Progress Payment group box in the B. Date of This Request field of the Section I; Box 3-8subtask.

Enter, or use Calendar Lookup to select, the due date for this progress payment bill.  

The Calculate Progress Payment Bills process  (Projects\Process\Billings) calculates a due date, which is automatically displayed in this field and can be edited.

Use this field to attach a file to your progress payment bill. You can use this feature to attach a copy of this bill, the section of the contract that defines the billing requirements, documentation for the bill such as timesheets or vouchers, or other information regarding contract funding. After posting the bill, you can access the document location in the Maintain Closed Progress Billing Detail screen.

You must calculate bills before you can use this field. You should attach documents before you post the bills.

Enter the location of the file that you want to attach to your bill. You can also select the Browse for file pushbutton to the right of this field to open a dialog and navigate your network to locate the file that you want to attach to your bill.

Use the Open file pushbutton to view the attached file. The system displays an error message if no document location has been entered.

Note:  You can save a copy of this bill in the document location. After making your final edits, set the Status to "Selected" and use the Print Progress Payment Bills screen (Projects\Transactions\Billing) to print the bill to a file in the document location.