Billing Invoice Module

The Billing Invoice module allows architects to record and track all invoices prepared and issued by the firm. Data from many other areas of the program is integrated into the Billing Invoice module. This data is used to simplify invoice creation and automate invoice tracking.  Data stored in other modules is extracted and organized onto various views that allow billing for specific project phases, additional and supplemental services, reimbursable expenses and more. These views provide an overview of the project's proposed fees, expenses, contract allowances, payments received to date and more. The Billing Invoice module will help architects determine fees for goods and/or services and will automate the task of incorporating these fees into the invoice being created.

 Sample of Features

The Billing Invoice module is joined to many other areas of the program (i.e. Proposals, Contracts, Accounting, Time Sheets, Travel Logs, Transmittals). The data from these joined databases is combined with data entered in the Billing Invoice database and allows architects to do the following:

- track billing invoices that have been paid or that have outstanding balances
- determine the status of an invoice and calculate administrative late fees
- track payments received and payment receipt histories
- determine proposed fees, contract allowances, reimbursable allowances, etc.
- list cost overruns and determine additional services, reimbursable expenses, etc.
- provide descriptive narrative subtext for phases or services being invoiced
- automate data entry for account receipts in the Accounting module
- integration with QuickBooks down to the transaction level

 Summaries and Reports

Predesigned summaries and reports have been provided for quick data analysis. These summaries and reports organize and sort billing invoice data into meaningful information that can be analyzed. These predesigned views will allow architects to review and print the following:

- list of invoices that can be individually selected for reissue
- aging schedule of invoices that can be selected for reissue
- history of summarized invoices for a specific client or project
- a summary that delineates proposed fees, invoiced amounts
 and outstanding balances for each phase of the project