When you bill a customer for
Important! All past due accounts receivable invoices must have been collected before completing this procedure.
If you need to print a
1 | Open 3-7 Progress Billing. |
2 | Open the last application with a Status 3-Posted for the job. |
3 | Click Next. |
4 | To the message, Reminder: A new record will be created and this one will become Closed. Do you want to continue? click Yes. |
5 | Be sure to note the amount in the |
6 | From the Update menu, select Release |
7 | To the message, This will reset all |
8 | On the Calculate grid, choose a method to calculate the Progress Billing and click OK. |
The
9 | From the File menu, select Save. |
10 | From the File menu, select Recall. |
11 | From the Options menu, select Submit Application. |
12 | From the File menu, select Print. |
13 | Print the appropriate Progress Billing report, reports 21—42, and send this report to your customer to show the |
14 | Close the 3-7 Report Printing window. |
The final application remains in Submitted status because there is not an invoice amount to post.
Important! If you complete this part and have not received payments for amounts outside of
1 | Open 3-5 Jobs (Accounts Receivable), and select the job. |
2 | In the Terms section of the window, clear the |
3 | From the Update menu, select Recalculate |
4 | On the Recalculate |
5 | Click OK, and to the message to confirm the number of open invoices found, click OK again. |
6 | From the File menu, click Save. |
7 | Then, on the 3-5 Jobs (Accounts Receivable) window, click the Invoices button and review the Net Due amount to verify the |
1 | Open 3-4 Statements. |
2 | Select the 21-Job Statements report. |
3 | In the Job# box, type the job number. |
4 | Select the Include Paid Invoices check box. |
5 | Select the Include Payment History check box. |
6 | From the File menu, click Print. |
7 | On the Statement Variables window, type the Statement Date, and click OK. |
8 | The statement prints showing all outstanding amounts due, including the released |
9 | Close the 3-4 Report Printing window. |
Creating final Releasing |