Processing unitary bills
If you provide a tax district number in the Unitary Billing Setup window, you can select which items to tax. In the Taxable column, type Yes if the item is taxable or No if the item is non-taxable.
Sage 100 Contractor only computes and posts sales tax when you create an invoice from the unitary bill. You can include sales tax as a line item in the unitary bill. However, if you manually enter a line for sales taxes in the grid, Sage 100 Contractor ignores the line and will compute and post the sales taxes when you create the invoice.
You can bill for work and release retention on the same application. After updating the application, remove the retention rates.
To process a unitary bill:
|
1
|
Open 3-9 Unitary Billing. |
|
2
|
Do one of the following: |
- Create the unitary bill automatically.
- Create the unitary bill manually.
|
3
|
If you have issued change orders for the job, enter the approved changes. In the Change Quantity column, enter the quantity of units of change. |
|
4
|
In the Current Quantity column, enter the quantity of units completed for each item. |
|
5
|
On the menu bar, click Calculate. |
|
6
|
Print the unitary bill application. |
|
7
|
When you submit the unitary bill application, do the following: |
|
a
|
In the Submitted text box, enter the date you submitted the request. If you leave the Submitted text box blank, Sage 100 Contractor enters the current date for you. |
|
b
|
On the Options menu, click Submit Application. |
|
8
|
After submitting the application, you can create an invoice by posting the application. On the Options, menu, click Post Application. |
|
9
|
Prepare the next unitary bill application. |
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.