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Jim2® Business Engine Help File

Navigation: Managed Print Services Edition > Invoicing

Manage Invoicing Multiple Masters

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If one customer has multiple master contracts, set up the customer cardfile accordingly. Open the customer cardfile and go to the Customer tab. Change the Batch Inv. Group by to Master contract.

 

This setting is always required for finance jobs.

 

batch invoice by master

 

Run a Ready Job List for that customer:

 

ready job list master

 

Click Invoice Job on the ribbon, and the batch invoicing screen will appear.

 

batch invoice master

 

Untick all Master Project#, and leave the one to be invoiced ticked. Click Invoice.

 

Invoicing this contract using the the Invoice Meters – Master report, following is the result:

 

invoice master

 

An example of the finance component is: the finance company only sees that 10,000 pages were billed, even though there were actually 13,000 pages billed. This is due to hiding the overs.

 

Further Information

Invoice 3rd Party for Labour

Manage Invoicing Multiple Masters

Produce a Summary Invoice