Billing

Billing

This module allows the user to create Billings for Job Order Transactions

File:Billing Menu.png

Billing Menu

Billing Record List

File:Billing Record List.png

Billing Record List

Add Billing

File:Add Billing.png

Add Billing

• Adding Billing Information
  

Field	Description	Expected Values
1.Customer	•Name of Customer	•Customer List provided in the customer Maintenance Module
2.Job Order No	•Job Order Reference Number to be tagged on the Billing Transaction	•Job Order List Provided in the Job Order in the Parts and Services Module
3.Reference	•Reference code for the Billing Transaction	•Alphanumeric
4.Document Date	•Date when the document was created	•Date
5.Due Date	•Due date of Billing Transaction	•Date
6.Discount Type	•Discount Type for the items in the transaction	•Amount/Percentage
7.Notes	•Other Remarks for the transaction	•Alphanumeric
8.Project	•Assigned Project for the item in the Transaction	•Project List provided in the Project Maintenance Module
9.Item	•Item List to be placed in the transaction	•Item List Provided in the Item Master Maintenance Module
10.Quantity	•Quantity of items applied in the transaction	•Number
11.Price	•Price of the items	•Number
12.Tax	•Tax Type of the item in the transaction	•Tax Type List provided in the Tax Maintenance Module

Editing Billing

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Edit Billing

• Editing Billing Information

Field	Description	Expected Values
1.Customer	•Name of Customer	•Customer List provided in the customer Maintenance Module
2.Job Order No	•Job Order Reference Number to be tagged on the Billing Transaction	•Job Order List Provided in the Job Order in the Parts and Services Module
3.Reference	•Reference code for the Billing Transaction	•Alphanumeric
4.Document Date	•Date when the document was created	•Date
5.Due Date	•Due date of Billing Transaction	•Date
6.Discount Type	•Discount Type for the items in the transaction	•Amount/Percentage
7.Notes	•Other Remarks for the transaction	•Alphanumeric
8.Project	•Assigned Project for the item in the Transaction	•Project List provided in the Project Maintenance Module
9.Item	•Item List to be placed in the transaction	•Item List Provided in the Item Master Maintenance Module
10.Quantity	•Quantity of items applied in the transaction	•Number
11.Price	•Price of the items	•Number
12.Tax	•Tax Type of the item in the transaction	•Tax Type List provided in the Tax Maintenance Module

Billing Options

File:Billing Options.png

Billing Options

Billing Record Options

File:Billing Record Option.png

Billing Record Option

Billing View Record

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Billing View Record