Job Management Job Invoicing Hold Back Invoicing
Hold Back Invoicing (continued)
Job Closing (continued)
4. The Job Close form will be displayed. Enter the Job End Date, Warranty Start Date and Contract Start Date according to your company policies and procedures.
In the Holdback Invoice section there are three field that must be populated by the User. When finished entering the information press the Save button located at the lower right of the form; the Job is now closed.
Invoice Date - Enter the date for the Hold Back Invoice. This date must be in an open accounting period
Aging Date - The date on which the invoice will begin to age. Many contractors will not accept a hold back invoice until 30 days from the completion of the Job. The User may enter a future date in this field and enter a terms code in the next field such as Net 30. This way the invoice may be submitted now to the customer, or held and mailed at a future date.
Term - Select the Term Code for the invoice.
Continue on to the next page to see an example of a Hold Back Invoice created by the Job Closing process.
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