Billing Process Overview

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. 

• 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