Billing
Next Invoice No.
Type the number that you want ShopPAK to use as the next invoice generated. From that point forward, ShopPAK provides the next sequential number for each invoice created.
Billing method
Select the preferred Billing method default, Progress Billing or Shipping Ticket Invoice.
The following options are only enabled when “Progress Billing” is selected.
Progress Billing Item
Select the default level of Invoice detail preferred, Job Item or Work Order.
We highly recommend Progress Billing Item level coincides with Job Item Maintenance Level. See “Chapter 7 – Job Item Form” page 6 and the section on Maintenance Level beginning on page 40 in this chapter.
Mark new Items or Work Orders as progress billing items
Choose default settings for new Job Items or Work Orders. If you want new Job Items or Work Orders to be available to Progress Billing, place a check here. The individual Progress Billing flags can be toggled at anytime from the Job Item/Work Order, Details tab.
Show change order tax on a separate application payment row
If most of your GC's like change order tax broken out into their own billing application item, place a check into the checkbox. Else, leave it blank. Note, you can override the default behavior on individual jobs.
% Job Retainage & % Material Retainage (Stored Materials)
Set the default Progress Billing Retainage percentage here. Individual Invoices can be modified when needed.
Stored Material Behavior
Automatically move materials previously stored into work completed in the next period
If you seek payment for materials that have not yet been used in production, and you don't want to back these materials out in future application periods as they get used in fabricating products, choose this option.
Manually deduct materials presently stored and adjust work completed
Choose this option when you want to back out previously billed stored materials and put them into Completed This Period (used to bill finished product). This option is more work than the first option, however, it gives users the most flexibility.
Notary Public Name
If you use the same notary on all your progress billings, enter the notary and ShopPAK will automatically fill in the Notary Public field on the generated AIA Progress Billing document.
Notary Commission Expires
If you use the same notary on all your progress billings, enter the notary commission expiration date and ShopPAK will automatically fill in this field on the generated AIA Progress Billing document.
Copy progress billing notes to next application's notes
Tells ShopPAK to automatically copy the previous billing application's notes into a new bill application.