Create Recurring Receivable

Simple way to manage invoicing Home-builders

This app creates a 3-11 Recurring Receivable based on the lot and phase chosen from the 9-5 takeoff screen. It also keeps track of what has been billed, is in the progress of being billed and still needs to be billed.

Setup:

  1. Setup the phases on the 3-5 Jobs screen.
  2. In addition to the phase, enter the plan and release.
  3. Enter the lot in the notes of the job phases screen.
  4. Enter the bid in the 9-5 Takeoff screen under the appropriate bid item (plan) and phase.

Steps:

  1. Open the 9-5 Takeoffs screen to the appropriate record.
  2. Click the zMaxOneClick app and choose Create Recurring Receivable.
  3. The preview grid will appear.
  4. Click the in the check box next to the items you would like to invoice (if you close the screen the boxes will stay checked)
  5. Click 'Create Recurring Receivable'.
  6. A confirmation box will appear once the 3-11 Recurring Receivable record has been created.
  7. Open the 3-11 Recurring Receivables screen and display the last record.
  8. Post the invoice and delete the next one that is created.
  9. Open the 3-2 Receivable Invoice screen and display the last record to view the created invoice.

Story:

Joe Contractor is a Subcontractor to Homebuilders. He bills by the lot, release or model either as the work is completed or when they receive a release from the Homebuilder. It takes 6-10 hours to do every billing because they are currently using progress billing to bill every single lot separately and using a spreadsheet to keep track of the invoices.

Process:

This app creates a 3-11 Recurring Receivable based on the lot and phase chosen from the 9-5 takeoff screen. It also keeps track of what has been billed, is in the progress of being billed and still needs to be billed.

Return on Investment:

Now the billing takes 5-10 minutes with the zMaxOneClick app. The zMaxOneClick app also keeps track of the invoices for them. They no longer have to keep track of them on a spreadsheet outside of the system.