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PattyF
Level 1

Customer billing outside of established job

We have customers that we bill for single product sales as well as job contract billing.  How do we separate the 2 types of transactions- billings/cost within the job from invoices outside the job?

Solved
Best answer January 28, 2019

Best Answers
JessT
Moderator

Customer billing outside of established job

Hi PattyF,

 

For billings/costs within the job, you can make it billable to it so you can create an invoice out of it. On the other hand, for invoices outside the job, select the customer name as the payee instead of the job name.

 

If you like to know more about billable cost, you can press F1 to lunch the Help window and search for billable cost.

 

You can always visit us here if you have other questions.

View solution in original post

1 Comment 1
JessT
Moderator

Customer billing outside of established job

Hi PattyF,

 

For billings/costs within the job, you can make it billable to it so you can create an invoice out of it. On the other hand, for invoices outside the job, select the customer name as the payee instead of the job name.

 

If you like to know more about billable cost, you can press F1 to lunch the Help window and search for billable cost.

 

You can always visit us here if you have other questions.

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