How to Generate a Client Bill

Open the job within which the bill is to be generated and proceed to the Client Doc section.

Under the Estimate, you’ll see the Bill to Client section. Please click on ‘Generate Bill’.

Select the Estimate Number from the dropdown.

Thereafter, select the activity by selecting the checkbox and click on ‘Next’

On the following page, select the Bill Date, Due Date, Bill Month and Year (if applicable), Bill Type (if you have multiple Bill Types) and then click on ‘Next’.

Enter the Contract Number (if any), PO Number, Date and click on ‘Next’.

Add any attachments and then click on Next. And then click on the ‘Generate’ button.