From this drop-down, select the type of Cost Code you want to include on the invoice.

Type the job number or use the Lookup in this field to select the job the Cost Code is included in.

This field is enabled when you select a job number. Type the Phase Code or use the Lookup to select the Phase the Cost Code is included in.

Type the Cost Code or use the Lookup to select the Cost Code you want to include on this invoice. The Lookup will be filtered by the job and phase you selected. If you didn’t select a job or phase, you will not be able to type the Cost Code and you must use the Lookup.

This is the description of the Cost Code. It can be edited.

Type the number of units you want to include on this bill.

This displays the cost per unit on the Cost Code and can be edited.

This amount is the units * cost per unit. The amount cannot be edited.

This field is enabled if the 1099 Applicable check box is checked in the header section of the window. This shows the 1099 type selected on the customer record, but you can change it.

If you selected Dollar in the Disc Type option buttons and you left the Disc. Amount box blank, you can enter individual dollar amounts for each line in the Discount field. If you entered an amount in the Disc. Amount box, this field is hidden and the system will calculate the discount dollar amount off of the total for this bill.

If you selected Percent in the Disc Type option buttons, you must also enter a percentage in the Disc Amount box in order to make the Discount field appear. You can then check the box in the Discount field to indicate on which items you want to apply this percentage discount.