Setting Up Allocated Billing

To set up Allocated Billing

  1. From the Personnel Scheduling Menu, select Bill Codes by Job.
  2. On the Bill Codes by Job screen, enter a Job Number, and then enter a Primary Customer responsible for the invoice.

Note:  Multiple Customers are unavailable until a Customer Number is selected or until you tab through the Customer Number selection.

  1. Select the Multiple Customers check box to open the Invoice Allocation screen.

The Job Number and Customer Number auto populate based on the Bill Codes By Job screen. The Customer on the first row of the grid displays 100 percent of the invoice amount in the Allocation cell in read-only mode.

  1. Add another Customer and enter the Allocation %.

    2. Once you add another Customer and Allocation %, WinTeam adjusts the Allocation % for the first Customer so that the Total Allocation % is always equal to 100.

  2. Continue adding Customers and Allocation %'s as needed. The Allocation percentage is always equal to 100%.

Related Information

Allocated Billing

Changing the Service Location Name and Address on Allocated Invoices

Previewing and Processing Allocated Invoices

Creating Credit Memos for Allocated Invoices

Allocated Billing FAQ's