Processing Group

If initializing by process group, entry in this field is required.

Enter the processing group (from JB Processing Group) to restrict invoice initialization by. Billings are generated for all eligible contracts assigned this processing group.

For T&M billings, if there are customers (without contracts) assigned to the process group, those billings are processed first, using the template assigned to the customer (in the process group). Customer billings include a bill header and lines, but no JC detail. (You will typically use these types of billings for monthly maintenance or other non-job related billings.)