You can bill for work and release holdbacks on the same application. After updating the application, remove the holdback rates.
| 1 | Open 3-9 Unitary Billing. |
| 2 | Do one of the following: |
| 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. |
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Creating new unitary bills using Unitary Proposal |
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.