Accounts Receivable (AR) Integration

When you finalize an AIA billing application, the system creates an AR invoice.

1. Automatic Invoice Generation:

• Click the Finalize button on a completed application.
• The system creates an AR invoice for the “Current Payment Due” amount.
• The invoice references the AIA application number.
• GL accounts are appropriately updated.

2. Invoice Details:

• Invoice amount equals the current payment due (Application and Certification for Payment form total).
• Invoice description includes application number and period.
• Due date based on customer terms.
• Tax calculated per AR rules (see Tax Handling in AIA Billing).