Billing Rules

Organizations often have a problem with making sure that Invoices are generated appropriately and on-time. JobOrder has a mechanism called 'Billing Rules' to automate the generation of Invoices. Invoices will not fall through the cracks when Billing Rules are enabled.

Billing Rules govern the automatic creation of Invoices. You can define Billing Rules in Templates, Estimates, or Jobs. You can print the generated Pro Forma Invoices in the Reports Navigator (go to the Billing category, then choose Print Invoice)—you'll find a checkbox for printing only the Invoices generated by Billing Rules.

You can choose to have Invoices automatically generated:
n at the beginning, completion, or closing of a Job
n at the completion of a Phase or Activity
n when an Expense Detail exceeding a particular dollar amount is entered
When the Billing Rule is triggered, you can bill the total unbilled amount, or a specified dollar amount or percentage.
You can also choose to have the Invoices generated immediately, or a day or more after the rule is triggered.

Billing Rules created in one area will be copied to another when appropriate. For example, copying a Template to a Job will copy the Billing Rules in the selected Template to the Job.

Billing Rules have the following options:

Amount to bill:
Dollar amount to bill
Or
Percentage to bill
Or
Bill entire remaining unbilled amount

Billing is triggered by:
Initiation of the Job (signing of the contract)
Or
Completion of the Job
Or
Closing of the Job
Or
Completion of a specific Activity in the Job


When to bill:
Immediately
Or
Xxxx Days after the Billing has been triggered


Billing Rules in Jobs will generate the following Invoices.

Amount to bill:

1. ‘Dollar amount to bill’ generates a ‘Prebill’ Fixed Charge for the amount specified. The Work Center will be the Work Center defined in System Preferences: Invoices: Work Center for Billing Rules.

2. ‘Percentage to bill’ will generate a ‘Prebill’ Fixed Charge for the amount calculated. The Work Center will be the Work Center defined in System Preferences: Invoices: Work Center for Billing Rules; or

3. ‘Bill entire remaining unbilled amount’ does the following:

For ‘Bill by Budget Fees’, it bills all unbilled Activities.

For ‘Bill by Actual Fees’, it bills all unbilled Time slips.

For ‘Bill by Budget Expenses’, it bills all unbilled Expenses.

For ‘Bill by Actual Expenses, it bills all unbilled Expense Details.

It then generates Applied Prebills for all Prebills generated by previous Billing Rules for this Job.