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Billing can accommodate all your customer invoicing needs. Use it to automatically produce time-and-material, cost plus, lump sum progress billing and easily create free-form invoices independent of your contracts at any time.
For cost-based billing, Billing collects and tracks costs from other Sage Timberline Accounting applications for inclusion in your invoices. Billing automatically applies billing rates and mark-ups to cost items, then lets you change, hold, write up or down work-in-progress amounts prior to invoicing. For fixed-priced invoices, Billing gives you a worksheet to enter amounts, percentage complete and units to bill. For free-form invoices, you simply enter billing information directly into an onscreen invoice template.
Billing lets you control the look and content of your invoices to met your customers needs. After invoices are produced, the information is sent to Accounts Receivable for cash receipt processing.
Following is a detailed list of the features Billing offers to help you produce timely, accurate invoices.

Cost based contract billing

• Generate billings for time and materials and cost plus contracts.
• Automatically post costs from Sage Timberline Accounting's Job Cost, Accounts Payable, Payroll and Equipment Cost modules to Billing for use in invoice production.
• Define billable and non-billable costs in a number of different ways, including by cost type, cost code, contract item, etc.
• Create mark-up tables to efficiently apply standard percentages to labour, material, subcontractor, equipment, overhead and other costs.
• Create billing rate tables to efficiently apply billing rates by cost type.
• Calculate billing rates using nearly 30 different key classifications (for example, job, employee, supplier, equipment type).
• Enter effective dates on rate tables and mark-up tables to control when Billing uses specific tables for calculation.
• Produce invoices for all unbilled work-in-progress (WIP) up to a date you specify.
• Edit WIP information to adjust amounts prior to billing.
• Bill standard items that are not associated with direct costs (for example, inventory items or service orders)
• Take advantage or invoice add-ons (for example, charges or deductions) to modify invoice amounts based on fixed amounts or percentages.
• Automatically calculate GST, VAT and sales tax based on tax information stored on the contract.
• Ability to create or modify tax invoices and adjustment notes.

Fixed-price contract billing

• Generate billings for progress billing, unit priced and lump sum contracts.
• Automatically calculate retention using different retention percentages by contract item.
• Track scheduled values and units by contract item (for example, site work, concrete).
• Use an entry spreadsheet to enter fixed-price billings (for example, current amounts, retention, percentage or units to bill for each contract item)
• Automatically pre-fill the entry spreadsheet with contract amounts, prior billed amounts, units and percentages billed.
• Automatically calculate GST, VAT and sales tax based on tax information stored on the contract.
• Bill for materials stored on the job.

Printing cost-based and fixed-price invoices

• Design the look and content of invoices by selecting from a library of predefined formats for the invoice header, body, totals and footer section.
• Customise invoice look and content even further using Crystal Reports.
• Push a button to preview invoices onscreen before printing.
• Print draft invoices for manager's review.
• Reprint final invoices.
• Print invoices by specific criteria (for example, only approved invoices).

Free-form invoice entry and printing

• Create free-form invoices for a job, extra or cost code without setting up a contract.
• Optionally produce invoices for a customer without posting billing information to the job.
• Input billing information into an entry window that resembles an actual invoice.
• Retrieve descriptions and prices from standard item tables, rate tables and add-on tables to speed invoice entry.
• Include text in the invoice template.
• Retrieve customer and billing information from Accounts Receivable during invoice entry.
• Define which billings items are taxable on an item-by-item basis, including multiple tax rates.
• Apply different totalling options, including subtotals and grand totals.
• Identify required entry information for each job and receive a warning if that information is omitted (for example, require cost code entry)
• Customise the look and content of the printed invoice format (for example, design the invoice to print on pre-designed forms).

Inquiry

• Choose from multiple pre-designed Billing inquiries (for example, Work in Progress by Customer, Contract Based Invoices, Worksheet Entries).
• Drill down on summary information to view supporting detail (for example, click on a job to see WIP detail).
• Apply conditions to display only the information you want to see.
• View and insert electronic notes and file attachments
• Insert columns of data on the fly to quickly access additional information.
• Modify any of the more than 100 inquiries contained in a complete Sage Timberline Accounting Extended system, or create new inquiries using the Sage Timberline Accounting Inquiry Designer.

Reporting

• Choose from multiple pre-designed Billing reports to calculate and print information at any time (for example, Invoice Status, Work In Progress, Add on Table Detail).
• Apply conditions and ranges to print exactly what you need.
• Modify nearly all of the more than 500 reports contained in a complete Sage Timberline Accounting Extended system, or create new reports using the Sage Timberline Accounting Report Designer.

Additional features

• Enter electronic notes to document explanatory information on rate tables, mark-up tables, entry worksheets, invoices and other Billing records.
• Attach other electronic files (for example, spreadsheets and word processing documents) to records through Billing.
• Customise the toolbar for quick push button direct access to specific reports, inquiries and tasks.
• Change onscreen descriptions to match your company's standard terminology.
• Set up macros for unattended processing of predefined tasks.
• Define security rights by user or group.

Billing  is one of many applications offered by the Sage Timberline Accounting Suite, Sage Timberline's fully integrated accounting software system for construction and property management firms.
Designed for the 32-bit multitasking environments of Windows XP, and featuring client/server SQL database technology, Sage Timberline Accounting gives you the tools to make better decisions, increase productivity and, ultimately, build profits.

For further information, brochures or demonstrations of the Sage Timberline Accounting line of products, feel free to contact us.
Details can be found on the contact page.