Project Billing 1-2-3

Here are quick instructions for using Goldenseal to bill for project work.

HINT-- These instructions work on the Sample Company file, and on your own file if you've created Customer accounts and an estimate.

Setting up a Project

When you are ready to start work on a project, follow these steps:

1. Choose Projects from the Accounts menu.
2. Click the New button.
3. Enter the customer who is paying for this project.
4. Click in the Estimate field, and enter an estimate. You can also leave the field blank and type in a project amount.
5. Click the More Info button, and enter a Billing Type. You can also fill in other fields. Click OK.

Making a Project Bill

When you have completed some work on the project and are ready to bill the customer, follow these steps:

1. Choose Billing from the Bank menu, and choose Draw Schedules, Progress Payments or Time and Materials, depending on the project billing type.
2. You'll see a list of projects. Double-click on the project you want to bill now.
3. You'll see a list of draw phases, work phases or expenses (depending on the billing type). Put a checkmark next to each item you want to bill for now.
4. Click OK.
5. Click the Create Bills button.
6. Goldenseal will create project bills. To see them, choose Billing Records from the Bank menu.

Depositing Project Income

When a customer pays you for project work, follow these steps:

1. Choose Deposit Funds from the Bank menu.
2. Enter Billed Projects into the popup field at upper right.
3. Double-click on the project that has been paid now.
4. Put a checkmark next to each bill that has been paid. Click OK.
5. Click the Create Deposit button to deposit the project payment.

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