Combining Project Bills

Problem

User wants to combine Change Order billing, Price Reduction billing and/or Allowance billing with regular Project Billing.

Diagnosis

User of Goldenseal project billing software would like to combine regular billing for the main project, with Change Order and Allowance billing.

Solution

In current versions of Goldenseal project accounting software, use a Billing Statement. It gives a summary of all billing items for a customer-- including all projects, and all other types of billing (allowances, change orders, rentals, sales, etc).

HINT--Most users combine the printed Billing Statement with individual invoices, printed from the Billing Records for the project (which can be for the main project, Allowances or Change Orders).

When you receive payment for the project, use the Deposit Funds command to deposit all of the billing records.

In older versions of Goldenseal before the introduction of Billing Statements, you can use the following workaround:

1) Generate the Billing Billing Records for the Project and any relevent Allowances or Change Orders as normal.
2) In a bank transaction (such as checkbook transactions) generate a deposit.
Use Received From:Project; Account:(the project); Breakdown:Payment.
This will list all outstanding Billing Records for the project.
3) Select the relevent items. It is probably a good idea to change the Status of the transaction to Planned until the payment is actually deposited.
4) At this point, I would print the relevent Billing Records and the Deposit transaction, then staple together with the Depo on top and labelled.

Comments

Entered 2/5/02 by Gor. Updated 11/13/2010.