Billing
There are a number of steps to be completed when raising a bill for a client. The process begins with an analysis of client WIP to determine which clients are to be billed and for how much. Once WIP details are identified, a draft bill can be generated for the client using the Billing Wizard.
- Billing Setup and Configuration
- Setting up foundational billing elements and preferences.
- Allocating amounts in a bill
- Bills and CCH Document Management
- Bulk Bill Extra Fields
- Creating a draft bill
- Creating or removing a billing group
- Defining the Invoice layout
- Master Paragraphs
- Recurring/Non-Recurring Fees
- Repeat Bills
- Selecting the billing address and adding other details when billing
- The Bill Amounts window
- The Bill Paragraphs window
- Billing Execution and Workflow
- Core billing actions and tools used during the billing process.
- Billing Adjustments and Special Charges
- Handling additional charges, write-offs, and adjustments.
- Billing Finalisation and Documentation
- Final steps including approval, output, and recordkeeping.
- Credits, Reversals and Corrections
- Handling billing errors, reversals, and client credits.
- Billing Analysis and Reporting
- Monitoring and reporting on billing activities.