Header Tab
Use this tab to determine what is printed in the heading of the bill.
Contract Value
In this group box, select which set of contract values, if any, you want to print on the billing header. You can elect to Show Contract Value, Show Funded Value, Show Both, or Show Neither. The following is an example of how values are presented if you click the Show Both option. These values appear on the right-hand side in the invoice header:
| Contract Value | Funded Value | |
|---|---|---|
| Cost | $3,240,740.74 | $2,314,814.81 |
| Fee | $ 259,259.26 | $ 185,185.19 |
| Total | $3,500,000.00 | $2,500,000.00 |
| Field | Description |
|---|---|
| Show Contract Value |
Select this option to print only the contract value information on the billing header. |
| Show Funded Value |
Select this option to print only the funded value information on the billing header. |
| Show Both |
Select this option to print both contract value and funded value information on the billing header. |
| Show Neither |
Select this option if you do not want to print either the contract value or the funded value information on the billing header. |
Preferences
| Field | Description |
|---|---|
| Show Percent of Total Billed |
Select this check box to show the percentage of the value billed to date. This percentage is calculated in accordance with your selection in the Contract Value group box. If you selected Show Contract Value, the percentage is based on the contract value. If you selected Show Funded Value, the percentage is based on the funded value. If you selected Show Both, two percentages are displayed, one based on contract value, the other based on funded value. If you selected Show Neither, no percentage is displayed. |
| Show Amount Billed To Date |
Select this check box to display the total of amounts billed to date, including this billing. This check box controls both the printing of the Cumulative column on the bill and the Cumulative Billed to Date line in the header. |
| Show Individual Sales/VAT Tax Lines |
Select this check box to print a tax line for each tax code used when the invoice was calculated. If you do not select this check box, all tax codes used in the calculation of the invoice are combined and printed on one line. You typically select this check box if your invoice contains sales or VAT tax from multiple taxing authorities. |
| Show Period Of Performance |
Select this check box to print the latest period of performance from the Modifications table. |
| Show Remit To Address |
Select this check box to print the remittance address on the billing header. |
| Show Name & Billing Address |
Select this check box to print the customer's name and billing address on the heading of the bill. |
| Show Project Number |
Select this check box to print the project number and title on the heading of the bill. |
| Show Contract Number |
Select this check box to print the Prime Contract No from the Manage Project User Flow on the heading of the bill. |
| Show Subcontractor Number |
Select this check box to print the Subcontractor No from the Manage Project User Flow on the heading of the bill. |
| Show Project Manager |
Select this check box to print the project manager's name on the billing header. |
| Show Tax ID |
Select this check box to print the tax ID on the billing header. If you select this check box and there is no tax ID associated with the billing customer, the tax ID associated with the company set on the Configure Company Information screen will be printed on the billing header. If the billing customer has a tax ID set on the Manage Customers screen, that tax ID will be printed on the billing header even if you do not select the Show Tax ID check box. |