Have you ever posted a Contract Based invoice in the Billing module, just to find that it didn’t update your invoice worksheet the next time that you went in to bill that contract? It's not just you! It may be your Contracts module. Did you know that the month needs to be closed in Contracts, just like in Job Cost?

If you notice that your invoice was marked Printed, yet previously billed amounts are not getting updated in the worksheet view and/or you are not seeing it updating the contract, check the Contracts Settings to see which month you are in.

1. Open Contracts module.

• Click File, Company Settings, CN Settings

• Verify the Year end date (month/year) box has the correct month and year

• Verify the month that is in the Current month drop down

• If the month is more than one month behind, you will want to follow the below instructions:
  • From the Contracts module:
    • Click Tasks, Click Close Month.
    • You will see two boxes, one for Current month, one for New month. These will let you know what month you are closing and which one you are opening.
    • Click Start.

  You are now ready to post your Contracts module. Once you post in Contracts, go back into the Billing module, you will see that your Contract Based invoice worksheet has updated to show the correct Previous Work Completed amounts.

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  For more information on this topic visit Knowledgebase article 20509. You can find this information and more in the Sage Knowledgebase or join the conversation here in Sage City.