Billing types are used for job‑related documents, where you manage the job using Sage 300 Project and Job Costing.
The billing type indicates to Project and Job Costing whether to bill the cost of a distribution line to the customer. You can change the billing type for a distribution if the project is billable and uses an Item invoice type, depending on the project style and accounting method.
Note: Only time and materials projects and fixed price projects that use an Item invoice type in Project and Job Costing can use item invoices. You cannot change the billing type for cost plus projects or fixed price projects that use a Summary invoice type in Project and Job Costing.
If a project is no charge or non-billable (regardless of the project type, project style, or accounting method), the program sets the billing type consistent with the project, and you cannot change it.
Basic Projects
For time and materials projects and for fixed price projects that use an item invoice type and an accounting method of billings and costs or accrual-basis:
- If both the specified project and category are billable, the detail is billable by default, but you can change the billing type.
- If the project is billable, but the specified category is no charge or non-billable, the detail is also no charge or non-billable, consistent with the category, and you cannot change the billing type.
For fixed price projects that use a summary invoice type:
- If the project uses an accounting method of project percentage complete or completed project, and the project is billable, the detail is also billable.
- If the project uses an accounting method of billings and costs or accrual-basis:
- If both the specified project and category are billable, the detail is billable, and you cannot change the billing type.
- If the project is billable, but the specified category is no charge or non-billable, the detail is also no charge or non-billable, consistent with the category, and you cannot change the billing type.
Standard Projects
For time and materials projects and for fixed price projects that use an item invoice type and an accounting method of billings and costs or accrual-basis:
- If both the project and the specified resource are billable, the detail is billable by default, but you can change the billing type.
- If the project is billable, but the specified resource is no charge or non-billable, the detail is also no charge or non-billable, consistent with the resource.
For fixed price projects that use a summary invoice type:
- If the project uses an accounting method of project percentage complete or completed project, and the project is billable, the detail is also billable.
- If the project uses an accounting method of billings and costs or accrual-basis:
- If both the specified project and resource are billable, the detail is billable, and you cannot change the billing type.
- If the project is billable, but the specified resource is no charge or non-billable, the detail is also no charge or non-billable, consistent with the resource, and you cannot change the billing type.
Cost Plus Projects
For cost plus projects that use an accounting method of completed project, total cost percentage complete, or labor hours percentage complete; if the project is billable, the detail is billable.
For cost plus projects that use an accounting method of category percentage complete, billings and costs, or accrual-basis:
- If both the project and category are billable, the detail is billable.
- If the project is billable, but the specified category is no charge or non-billable, the detail is also no charge or non-billable, consistent with the category.
Note: The Billing Type field is always blank for cost plus projects, and you cannot change it.