Adjusting billing amounts with markups

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

You may need to adjust the billing amount with the Markups and Overrides functionality on the Invoice Details tab of the 11-2 Work Orders/Credits/Invoices window. For example, you might need to add a percentage or a dollar amount to the billing amount.

To adjust the billing amount with a markup:

Open 11-2 Work Orders/Credits/Invoices.
Click the Invoice Details tab.
In the data control text box, enter the work order number that you want to adjust with markups.
Do one or both of the following:
- In the Taxable or Non-Tax lines, in the Markup % cell, enter the markup percentage.
- In the Taxable or Non-Tax lines, in the Markup $ cell, enter the markup dollar amount.
Click [Save].