Working with 3-Accounts Receivable > 3-9 Unitary Billing > Importing unitary proposals into Unitary Billing

Importing unitary proposals into Unitary Billing

To import a unitary proposal into Unitary Billing:

1 Open 3-9 Unitary Billing.
2 In the Job text box, enter the job number.
3 If the job uses phases, enter the phase number in the Phase text box.
4 In the Description text box, enter a brief statement about the job.
5 In the Application# text box, enter the number of the application you are submitting.
6 In the Billing Date text box, enter the date ending the period for which you are submitting the request.
7 In the Billing Cycle text box, enter the billing cycle.

In Sage 100 Contractor, a cycle is represented by ##DY (a number of days), ##MO (a number of months), and ##TH (a specified day every month). You replace the ## symbols with the number of days or months, or the day of the month for the processing cycle. For example:

  • 30DY means due every 30 days.
  • 02MO means due every two months.
  • 25TH means due on the 25th day of each month.
8 Click Options > Import Unitary Proposal on the menu.

Links to more information . . .

Entering setup data for unitary bills

About unitary billing retention

About changing unitary bills

Preparing the next unitary bill

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.