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How to Run a Billing and Payment Status Report by Project

Modified on: Fri, Apr 22 2022 10:40 AM

How to Run a Billing and Payment Status Report by Project

Document Overview 
- Ability to view details of Owner invoices including paid and outstanding amount, retainage, and date payment was received 

 

Sample Report Below. 

 

 

 

 

 

 

 

 

 

  1. Accounts Receivable   

  1. Reports 

  1. Billing And Payment Status Report  

 
 

 

  1. Enter the same Company number in the “From Company” and “To Company” fields  

  1. Enter the same project number in the “From Job” and “To Job” fields 

  1. Enter Aging Dates 

  1. Change Show Deposits to Y 

  1. Click Run Report 

 

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