JB Progress Invoice

You can use the JB Progress Invoice report to print an invoice by selecting Job Billing > Reports > JB Progress Invoice.

This report prints an invoice. This invoice includes the Contract item and description, Current Contract Amount, Percent Complete and Total to Date for the Contract and Item. Users also have the option to print contract notes, setup in the JB Contract Info form, which display under the contract number and description.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Processing Group (Blank for All)

Select the Field Lookup button or press F4 to select the processing group or leave blank for all.

Beginning Bill Month

Enter beginning bill month (MM/YY) or leave blank for all.

Ending Bill Month

Enter ending bill month (MM/YY) or leave blank for all.

Sort By (B)ill Number or (I)nvoice

Enter B or I.

Beginning Invoice

Select the Field Lookup button or press F4 to select the beginning invoice or leave blank for all.

Ending Invoice

Select the Field Lookup button or press F4 to select the ending Invoice or leave blank for all.

Beginning Bill Number

Select the Field Lookup button or press F4 to select the beginning bill number or leave blank for all.

Ending Bill Number

Select the Field Lookup button or press F4 to select the ending bill number or leave blank for all.

Print Billed Items Only?

Select checkbox to only print billed items.

Print JB Contract Info Notes?

Select checkbox to print notes from JB Contract Info.

Print JC Contract Item Notes?

Select checkbox to print notes from JC Contract Item.

Print Detail for Tax This InvoiceSelect check box to break out multi-level tax codes into their single-level tax code components. Each single-level tax code prints as a separate "Plus Tax This Invoice" line, and includes the tax code description.