Hi Karen,

For your weekly billing question, can you present an example of what you are doing at at what level? Such as 'for job X, there are 8 bills that need to be generated, on the 15th of the month for each of the next 8 months'. And what the desired report would look like? Such as 'I want a list of all jobs that have a bill due in the next 7 days and requires generation.' That way, we can give some advice on how best to store the desired billing dates, and create the report to list the desired jobs and dates.

In the above example, you could enter 8 notes on the job, with note dates equal to the respective 8 billing dates. Then use GridView to select the job notes with a date in a particular date range. Essentially, the note date is the billing due date.