After you set up a Time + Material job, complete the billing setup, and review or customize labor and equipment rates as needed.

1. Select Job Cost > Jobs > Jobs.
2. Select the Time + Material job to review.
3. In the Info Bar, select Properties > T+M Billing Setup.

   For field descriptions, see T+M Job Billing Setup.

4. Set a Not to exceed amount. This is the maximum dollar amount allowed for billings on this job. This amount may established by contract terms or based on your organization's standards.
   Important: If job billings exceed this amount, the system provides a warning and automatically generates the Not to Exceed Billing Exception Report.
5. For Billing method, select A/R invoice.
6. If billings for this job are subject to tax, select the Taxable? checkbox. The Sales tax code prefills based on the job location, but you can edit it as needed.
7. Under Billing details, the following fields prefill based on the customer's setup: Equipment level, Material level, and Labor level. However, you can change these entries as needed.
8. The Next billing # and Next transaction # default to 1.

   • The billing number refers to where this invoice falls in the sequence of invoices for this job (not the invoice number). For example, the first invoice is billing 1, the second invoice is billing 2, and so on.

   • The transaction number refers to the number of transactions in this job that were sent to the Time + Material module for billing. For example, if 100 labor lines have been sent to Time + Material for billing, the next transaction number is 101.

9. Verify Billing address information.
10. Click the buttons labeled Time + Material - Create Default Markups, Time + Material - Create Default Add-Ons, and Time + Material - Create Default Fees to review defaults set up in the Time + Material Installation screen. You can add, modify, or delete these default settings as needed.
11. When you are finished reviewing T+M Billing Setup, click Save.
12. In the Info Bar, select Properties > T+M Equipment Rates. Review any job-specific equipment billing codes that you have set up:
    Note: For field descriptions, see New/Edit Job Equipment Billing Rates.
    1. Select the Time + Material - Set Up T+M Equipment Billing Rates to review.
    2. To modify the code, click Edit.
    3. Add, edit, or delete equipment rates as needed.
    4. When you are finished, click OK
13. In the Info Bar, select Properties > T+M Labor Rates. Review any job-specific labor billing rates that you have set up.
    Note: For field descriptions, see New/Edit Job Labor Billing Rates.
    1. Select the Time + Material - Set Up T+M Labor Billing Rates to review:
    2. To modify the code, click Edit.
    3. Add, edit, or delete labor billing rates as needed.
    4. When you are finished, click OK.