Use Billing to create free-form customer invoices at any time. Or take advantage of Sage Timberline Office integration to automatically produce time-and-material, cost plus, lump sum, progress billing, and unit-priced invoices based on your contracts.

Free-form invoicing
Enter information into a window that resembles an actual invoice to create quick and easy free-form billings.

• Generate invoices for jobs, cost extras, and cost codes, or create an invoice for a customer without requiring a job.
• Speed entry by retrieving customer and billing information from Job Cost and Accounts Receivable, and descriptions and prices from standard item tables, rate tables and add-on tables.
• Apply taxes and withhold retainage on an item-by-item basis.
• Apply different totaling options, including subtotals and grand totals.
• Customize the look and content of the invoice.
• Set up jobs and customers on-the-fly.
• Set transactions to automatically post in Accounts Receivable.

Automated contract invoicing
Billing can also generate cost-based (time and material, cost plus) and fixed-price (progress billing, unit price, lump sum) invoices based on your contracts.

• Automatically send billable costs from other Sage Timberline Office applications to Billing.
• Track scheduled values and units by contract item.
• Create tables to automatically apply markup percentages, billing rates, and add-ons.
• Generate and edit work-in-progress (WIP) detail, and bill WIP through a cutoff date.
• Enter fixed-price invoice information with an interactive spreadsheet.
• Automatically calculate retainage by contract item.
• Automatically calculate sales tax.
• Customize invoice formats.

Inquiry and reporting
A few of the pre-designed inquiries and reports that come with Billing include Work in Progress by Customer, Contract Based Invoices, Worksheet Entries, Invoice Status, and Unit Based Quick Bill Invoices.

Additional features

• Bill to cost extras.
• Designate journals for entering worksheets, printing invoices, and posting invoices.
• Customize the toolbar for push-button access to reports, inquiries, and tasks.
• Select free-form invoice formats for unit-based, non-unit-based, and retainage billings.
• Generate invoices for different companies via General Ledger prefixes.

Download more information in a printable PDF format.