JC Module Preferences window: Invoicing Accounts tab
Use this tab to enter the default sales billing accounts and percentages you want to use for jobs, materials, subcontractors, general (miscellaneous), and processes. If you are integrated to General Ledger, you must enter information into at least one field.
You can override the default you set here on the
Invoicing Accounts tab in the
Job Management window.
Default Invoicing Accounts
Use this group box to define default invoicing accounts. You can allocate a percentage to the accounts you want to post billing activity to.
Job Sales
If you want to allocate job sales revenue to a job account, enter the account number.
Material Sales
If you want to allocate job sales revenue to a material account, enter the account number.
Subcontractor Sales
If you want to allocate job sales revenue to a subcontractor account, enter the account number.
General Sales
If you want to allocate job sales revenue to a general or miscellaneous account, enter the account number.
Process Sales
If you want to allocate job sales revenue to a process account, enter the account number.
Percentage
Use this field to define the percentage you want to use for the corresponding sales invoice account. The total amount allocated to these accounts must be 100%, and you can distribute the amount to up to 5 accounts.
Total Percentage
This field is read-only and displays the total percentage allocated to the job, material, subcontractor, general, and process sales accounts.
Published date: 10/20/2020