Job Completion And Billing
This FAQ will go over the steps for completing a job.
To start, go to the job’s dashboard by going to Accounts Receivable > Job Dashboard and entering the job ID. This will display a list of transactions that need to be completed or posted prior to the job being posted.
Once all of the open transactions are completed or posted, the job will then appear on the right side of the screen in the list for jobs that can be posted and completed.
Go to the job and click the “Final Billing” button.
Then choose how much is being billed and the tax code to apply.
A pop up will then appear with the amount that was billed.
Click “Open Invoice” and then post the invoice to apply it to the customer’s account.
Go to the job and select the “Post” button from the header.
Then click “Continue”
A pop up will then appear will the following message: Success – Journal created successfully!
Job posting takes the cost out of the WIP account for that job and posts it to the cost accounts designated on the job classes that were selected for each line transferred to the job. It also posts any use tax for those products along with the journal entry. Ideally the final billing and job posting are done in the same period so that the sales and cost hit simultaneously to keep the profit and loss report accurate.