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Billing

Billing your Customer

Once your quote has been approved, be sure to return to Job Information and check the box Job Accepted

We have provided a customer billing with Built for Service.
NOTE: Customer Billing, Accounts Receivable, and Collections are all optional. If you have accounting software that provides these functions, feel free to use that program. It will not interfere with the other functions of this database. We have included this section for those who may not have access to other programs, or who prefer to double check their job progress by using these tools as well.

To begin with, FINISHED JOBS will take you to a section that is very similar to JOB QUOTES . You will find the dark yellow messages showing quoted prices for your reference. First you want to pull up the quotation you wish to process with the billing.

Enter the date the job was finished. You will find the date job was required displayed for your reference.

Next you will want to verify both Labor and Materials. To change either qty, change the field in red in either section. When satisfied with the totals, proceed to billing.

If the customer address is the same as the billing address, no changes have to be made. If the billing address differs, use the dropdown box to select the correct billing address.

Instructions For Billing Finished Jobs:

  1. Enter the appropriate tax information. We provide for two tax prices, if only one tax is required, just select n/a for the second selection. The dropdown box allows you to choose the tax description. These can be modified if you choose. The next entry is for the percentage amount. If the tax rate is 5%, simply insert .5 to the field.
  2. The second tax step is to choose what needs to be taxed. As tax laws differ per state, county, and country, we have made this as optional as possible. Allowing for the two different tax structures mentioned above, we have added the choice of what in each of these taxes should be taxed. You may choose to tax labor and materials, only labor, only materials, or by not checking any of the boxes, no taxes will be calculated in. We understand that this may be confusing at first, but different business situations may require different taxing requirements. To undo a tax, simply uncheck the box.

  3. Built for Service will finish the calculations. Be sure to check your labor and materials for any changes that might have been made. You can preview your invoice at any time. A button has been provided for this purpose.

    4. Your invoice is now ready to print.


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