Time + Material - Modify Billing

Use Modify Billing to change billing details before data is transferred to Accounts Receivable (using Update T+M Billings). Sales tax and retention are recalculated for each billing accessed in this screen based on current percentages and billing amounts.

Note: If billings have gone over the Not to exceed amount established in Time + Material - Customize Billing Setup, Labor Rates, and Equipment Rates for a Job, you can use the tabs in the Modify Billing screen to identify potential reasons, such as add-on amounts or fees.
  1. Select Time + Material > Data Entry > Modify Billing.
  2. Enter a job code and billing number, and press Enter.

    For field descriptions, see Modify T+M Billing .

  3. The following tabs display:

    • Transaction Detail: Shows each billing transaction and allows you to edit transaction information.

    • Billing Summary: Shows billing, add-on and fee totals, along with the invoice total.

  4. To edit a transaction, click the Transaction Detail tab, select the field to edit, and make the new entry.
  5. Click the Billing Summary tab to determine how billing modifications impacted totals.

    • To override add-on amounts on the bill, click Override Add-ons.

    • To override invoice fees, click Override Fees.

  6. Optionally, click Invoice Notes in the header to include a note on the Accounts Receivable invoice.
  7. When you are finished, click Save.