| Billing: Part 1 |
- Overview of the Billing Process
- Entering a one line Bill (invoice)
- Affixing an ‘Attention to’ line
- Doing a search for a customer in the master file
- Cancelling a Bill (invoice) in progress
- Accounting using chartfields
- Printing a proforma Bill (invoice)
- Printing a final Bill (invoice)
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| Billing: Part 2 |
- Entering a multiple line Bill (invoice)
- Tax handling - using tax codes
- Generating a courtesy copy
- Using Revenue Distribution codes for accounting
- Review of proforma and final Bills
- Using Percentage Distribution on lines versus dollar amount
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| Billing: Part 3 |
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| Billing: Part 4 |
- Enter a customer PO and/or contract number
- Entering a “Ship to” different than “Invoice to”
- Entering a US dollar invoice
- Using Charge/Identifier codes effectively
- Changing the status of an invoice batch from NEW to RDY
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Financial Systems