Add'l Info

1. Billing Section Under Additional Info

1. Choose the Invoice Type, Default, Standard, Detailed, Quote as Detailed Invoice or if your company has a Custom Invoice. 
2. Header and Footer allows you to add additional attachments/documents from your computer. 
3. What day of the month the Invoice is due. Filter by invoice due, using the 'Work Order/Field Ticket Flow','Find Field Ticket, or 'Create Invoice' screens. This helps you find the soonest due date to stay on top of pricing field tickets and invoicing.
4. What Type of Statement, Per Customer, This Job Only, or This Job +Linked Jobs
5. Choose the terms. The terms will default to what the default terms that are on the customer. If you change the terms for a specific job it only changes for that job.
6. Retention Percentage
7. Choose if you want retention to print on the invoices by checking the box.
8. If there is AIA Billing on this job, check the box.
9. AIA increase previous payments and choose the amount, or leave at 0.00 to use CenPoint Payments.

2. Misc.

Created date and who created the job and if the Job is an "Out of Town Job". 

Out of town jobs are setup under File->Company Branch-> User Pay 

Set up the "Out of Town Jobs" criteria. If you include a mileage radius in your set up, the box under Misc. on the Job will be checked when the 

address on the job is Geo coded and falls outside the mileage radius. The out of town pay and per diem would then be applied to this job,

and included in job cost reporting. If the box is checked on the job, and it is not an out of town job uncheck the box.

3.Fuel Surcharge

On the job you can select to "Apply Fuel Surcharge", then choose either "Use Current Fuel Surcharge" or "Use a Job Specific Fuel Surcharge"

To set up the Fuel Surcharge go to Company Branch Information->Select Branch and modify-> Misc. 

Then choose to apply or not apply to New Customers upon creation, or you can apply the default" Do Not Apply FSC" to all using the "Apply to All" button.

Then set up Fuel Surcharges by clicking "Add" or "Modify" an existing record.

4. Interest Rate

On the job you can select to "Apply Interest", then choose either "Use Current APR" or "Use a Job Specific APR"

 To set up the Interest Rate go to Company Branch Information->Select Branch and modify-> Misc.

Then choose to apply or not apply to New Customers upon creation, or you can apply the default" Do Not Apply Int" to all using the "Apply to All" button.


Then set up Interest charges by clicking "Add" or "Modify" an existing record.

5. Identifying Numbers

Enter a Permit, P.O.or Requisition Number, under requisition number you can add up to 4 customized fields.

For more on P.O.'s follow these links

Multiple P.O.'s

Job P.O. costs

P.O. Numbers

To add customized fields go to Company Branch Information-> Select and Modify branch-> Customer and Job Settings

Check the box for the custom field you want to use and fill in the field name, and Viola you have custom fields on the Job. 

6. Taxes

Select tax rate, and or mark the job as tax exempt.

Follow the links for more information on taxes

Tax rate set up

Adding and Removing Tax

Quick Books Tax Code Error

7. Required Training and Certification

Add a training or job specific certification

Follow the link below to learn how to set up trainings and certifications.

Set up trainings and certifications

8. Parts Use Type

Select your Parts Use Type

To Set up Parts Use Type go to Company Branch Information->Select branch and Modify-> Misc 2

Follow the link below for more information on Inventory

Inventory