This screen is used to transfer Time + Material billing data to the Accounts Receivable module. If the Time + Material Installation screen indicates that A/R invoices are to be created, then the system will create sequential invoice numbers from the next available invoice number in the Accounts Receivable module. If the Time + Material Installation screen indicates that A/R invoices are not to be created, then the system will use the next invoice number from the Time + Material Installation screen. In either case, this update will remove the selected bills from the detail file and store them in the Time + Material history file.

If an alternate bill-to address is specified for the selected job in the T+M Job Billing Setup screen, this address will be transferred to the Accounts Receivable invoices.

If a specific billing has invoice notes (entered in the Modify T+M Billing - Invoice Notes tab), these notes will be copied to the new A/R Invoice.

If the selected customer is a related party customer, the Override A/R trade G/L account and the Override revenue G/L account in the detail section of the invoice will default when the unposted customer invoice is created and sent to A/R during the update.

Once the update is complete, the Billing Register confirmation report will show a list of invoices or change orders and totals, as applicable.