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Key2Act Job Cost Module Project Billing

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Posted on by cynthia.peck

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Hello,

Occasionally we need to credit sales tax off of project level billings. It is pretty easy to do this on a single job invoice but we haven't found out how to do this on project billings.

For the one I'm trying to correct now we billed with tax and found out the customer should not be paying tax. They paid the invoice amount less the tax and we posted the payment so we can't credit the entire invoice and rebill. So now I have tax showing on project (and individual jobs) and I can't seem to find how to credit off.

Any ideas would be a great help!

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kgribben 10 on at

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RE: Key2Act Job Cost Module Project Billing

Credit/Internal Change Order Reduction

Hello,

Have you tried entering in a project billing credit and applying that to the open invoice

Then do an internal change order to reduce the billable amount on the job
Shannon Aune on at

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RE: Key2Act Job Cost Module Project Billing

Hi Cynthia,

I am not familiar with the Job Cost module from Key2Act, but, from a Project Accounting standpoint, you could still do a TM return, and/or do Cost Adjustments on the posted transactions, then re-bill them accordingly. Not sure how similar that process would be in the Job Cost module.

I will leave this post up for someone with Job Cost knowledge from the community to respond.

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