Billing Process Overview

Overview

Updated 09/20/2021

This topic provides an overview of a typical billing process at a staffing company. Your site's process may differ slightly. Before you can complete the steps in this process, all setup must be complete. 

Click here for videos on the Billing Process.

Billing batch

• Create a Billing Batch
  • Verify invoice date.
  • Use description of week ending date.
• Select transaction(s)
  • Group by time entry batch (e.g. ID, Employee, Assignment)
  • Save and close.
• Process invoices
  • Fix or approve any errors.

Print and Post Billing

• View available Reports for Billing
• Print invoices
  • Click the Printer icon.
• Post invoices
  • Select Yes to Email invoices immediately or No to email later.
  • Invoices are now posted in Customer Record, Customer Portal (optional) and available in Invoice register report.
• Post all batches
  • Click on Active Batches to ensure that all batches have been posted.
  • If there are open batches, discard or complete billing process as above.

Deliver invoices to clients

Invoices can be sent by

• Email
• Post invoices to Customer portal
• Hand Delivered

Prerequisites for the billing process

• Time Entry batches for transactions must be closed
• In Pennsylvania, the gross margin sales tax is calculated on profit, so run payroll first before billing

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