Billing Two Customers for One Job

If you have a job that requires you to bill two (or more) customers, complete the following step-by-step procedure to set up the customers.

Before you proceed, make sure that the job and original contract have been set up in Spectrum.
Note: This procedure assumes that the job and original contract have already been set up.
  1. On the Site Map, click Accounts Receivable > Maintenance > Contract.
  2. In the Job field, enter the job number.
  3. In the Customer field enter the additional customer's code.
  4. Optional Step: In the Original contract field, enter the original contracted dollar amount for this job/customer.
  5. On the Contract screen, complete the Contract date field.
  6. The Properties window automatically displays. Complete the applicable fields and then click OK.
  7. The Contract Detail window displays. Review the contract details, make any necessary changes, and then click OK to close the window.
  8. Repeat steps 1 – 7 for all additional customers.
  9. On the File Maintenance screen, click the Listing button.
  10. On the Contract File Listing screen, complete the fields in the Selections and Sort by sections and then click Preview.
  11. Review the listing to verify the customers are associated with the correct jobs.