How Do I Create Fixed Fee Invoices with Additional Services?

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If you want to bill for services provided in addition to those included in a fixed fee contract (that is, Stipulated Sum, Percent of Construction or Unit Cost), time entries can be recorded for those additional services using a designated job code and then billed to the client. To accomplish this, do the following:

  1. Open a project record.
  2. On the Details tab, click the Phases/Codes tab.
  3. Create a job code (for example, Additional Services) and choose the Additional option.
  4. Use this job code for the additional services when recording time entries for extra time and materials provided.
  5. When generating an invoice, on the Projects-Billing-Options screen, the basic and additional services are listed separately on the generated invoice.