Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 separate phases and we have to enter 15 invoices for one bill. Would like system to be able to issue one invoice using several different phases.
by: Jan F. | over a year ago | Accounts Receivable
Comments
We have the same issue. I did find that you can enter a subcontract without a phase and then when applying the invoice to the subcontract then go to the costs selection and you can break out by phase their. The only issue is, their are no reports that will generate for AP by phase, not even the custom one we had made. The only way to get AP invoices to show by phase is to make a report.
There is a way around this, but it's annoying. If you progress invoice the job using 3-7, there is a check box that states "Combine phases into single application". If you check this box, it will end up creating a 3-2 invoice for all phases. It will also allow you to create a single holdback invoice for that invoice (which is for all the phases), so it saves you from having to create holdback invoices by phase.
I still think your request would be handy, as it would save a bunch of time for when 3-7 isn't necessary.