Customer Billing Overview
The Customer Billing module handles invoicing clients for work completed on Jobs. JobNext supports six distinct billing methods depending on the type of work, contract terms, and billing frequency. Each method is designed for specific project scenarios, ensuring accurate and timely revenue recognition.
Access Customer Billing from Execute > Customer Billing in the main menu. All billing operations require that Jobs are properly set up with BOQs and linked to Contracts.
Billing Methods at a Glance
The following table summarizes the six billing methods available in JobNext. Choose the method that best matches your contract terms and the nature of work being performed.
| Method | Best For | Key Characteristics |
|---|---|---|
| RA Bill | Progressive billing based on BOQ measurements | Most common method; bills accumulate over the project lifecycle |
| One-Time Invoice | Ad-hoc items not in BOQs (advances, retention, reimbursements) | Standalone invoices for non-BOQ charges |
| Supply BOQ | Material supply items billed through measurements | Auto-triggers material issue on measurement approval |
| Stage-wise Billing | BOQ items divided into milestone stages | Stage percentages must sum to 100% |
| Monthly Billing | Recurring services with consistent monthly quantities | Automated monthly measurement creation |
| Combined Bill | Consolidating invoices from multiple Jobs for one customer | Single invoice spanning multiple contracts |
How Billing Connects to Other Modules
Customer Billing does not operate in isolation. It draws data from and posts results to several other modules in JobNext.
| Integration | Description |
|---|---|
| BOQ Module | Measurements originate from BOQ progress tracking and feed directly into billing |
| Contracts | Bills reference contract terms and rates; Jobs must be linked to Contracts before billing |
| Finance — Receivables | Certified bills create receivable entries in Accounts Receivable |
| Finance — Vouchers | Certification generates accounting vouchers automatically |
| Material Module | Supply BOQ billing triggers material issue notes and stock adjustments |
General Billing Workflow
While each billing method has its own specific steps, the general flow for most billing operations follows this pattern:
- Set up the Job and BOQ — Ensure BOQ items are defined and the Job is linked to a Contract
- Transition BOQ to CONTRACTED state — New BOQs start in CREATED state and must be moved to CONTRACTED before billing
- Record Measurements — Document quantities of work completed against BOQ items
- Approve Measurements — Submit for internal verification and approval
- Generate the Bill — Compile approved measurements into an invoice
- Certify the Bill — Client acknowledges and approves the invoiced amount
Jobs must be linked to a Contract before BOQs can transition to the CONTRACTED state. Without this linkage, you cannot generate RA Bills or other measurement-based invoices. See Billing Contracts for setup instructions.
Choosing the Right Billing Method
RA Bills
Use RA Bills when your contract is based on measured quantities of work. This is the most common billing method in construction, where you bill progressively as work is completed and measured against the BOQ.
One-Time Invoices
Use One-Time Invoices for charges that fall outside the BOQ entirely, such as advance payments, retention recovery, or expense reimbursements.
Supply BOQ
Use Supply BOQ when your contract includes material supply items that need to be procured, received at site, and then billed through measurements.
Stage-wise Billing
Use Stage-wise Billing when payment is tied to milestones rather than measured quantities. Each BOQ item is divided into stages with percentage allocations.
Monthly Billing
Use Monthly Billing for recurring service contracts such as facilities management, where the same quantities and prices apply each month.
Combined Bills
Use Combined Bills when a single customer has multiple active Jobs across different Contracts and prefers to receive one consolidated invoice.