How to you get suggestion for billing on jobs?
If you’re responsible for many jobs, or if you’re sitting in finance and want to do some controlling before you start invoicing, I’ll show you a report that’s good to know, under reports from my job list.
This is what happens in the video
If you manage multiple jobs or work in finance and want to do some controlling before you start invoicing, the Suggested Billing report in Business Central gives you a clear overview of what is ready to be invoiced. You find it under the reports on your job list.
The report groups everything per job and customer, shows you the job tasks that will be invoiced, and sums up the amounts per customer. You can filter on jobs, customers and dates, switch between local and foreign currency, and export the result to PDF or Excel.
Where to find the Suggested Billing report
Open your job list and go to the reports. From there, choose Suggested Billing. This is the report to use when you want to check what is ready to invoice before you actually create the invoices.
Filtering and currency options
Before you run the report, you have a few options to narrow it down to exactly what you need:
- Currency: Choose whether you want to see amounts in the local currency or the foreign currency.
- Jobs: Filter on a range of jobs, a single specific job, or a specific customer.
- Dates: Filter on a date range.
When you are ready, you can send the report to different file types such as PDF or Excel, print it, or just open the preview directly on screen.
How the report is structured
The list is divided per job and customer. A job can only refer to one customer, so the grouping follows naturally. For each entry you can see the job name, and below it the job tasks that will be invoiced. At the bottom you get a sum per customer.
For example, customer 30000 Future Bikes Dusseldorf has two jobs. The sum shown for that customer is the total of both jobs combined.
Q&A
Where do I find the Suggested Billing report in Business Central?
You find it under the reports on your job list. Open the job list, go to the reports, and choose Suggested Billing.
Can I see the report in foreign currency?
Yes. The report lets you switch between local currency and foreign currency.
What filters are available in the Suggested Billing report?
You can filter on a range of jobs, a specific job, or a specific customer, and you can filter on dates.
How is the Suggested Billing report organised?
It is grouped per job and customer. You see the job name, the job tasks that will be invoiced, and a sum per customer. If a customer has more than one job, the customer sum is the total of all their jobs.
Can I export the report?
Yes. You can send it to PDF or Excel, print it, or view it directly in the preview.