Billing begins with collecting all available billing for buys, based on the Billing Profile for Company/Office/Client/Product, and for some Media/Estimate.
Collect the billable activity using Billing Request. When the PBA completes, the PBA Report is sent to the billing outqueue.
If your review of the PBA Report indicates that changes need to be made before the activity is billed, make the changes then return to step one. These changes also include adding text or a logo as part of a footer on the bill. These tasks are done in Central Database using the Report Setup option (to ensure you have enough room for a footer) and Report Footer Maintenance option.
If the Pending Bills report prints at the end of the PBA Report, call Client Service before continuing with the billing process.
When the PBA Report appears correct, use Live/Draft Bills to request draft bills for selected activity.
If your company wants footers on the Bill, in order to show a logo or return address, the text or image needs to be setup in Central Database | Admin | Report Footer Maintenance.
Note: If this activity includes period billing, it will display on the PBA and also on the Draft and Live bills. The final period to be billed compensates for any rounding issues.
If the format on any draft bill is incorrect, change the applicable profile in Profiles Definition and recollect the activity. See Billing Address for an explanation of how the address is retrieved for a bill.
Use Live/Draft Bills to request live bills for selected activity.
To bill a client a specific amount for an estimate in advance of the actual activity, see Special Amount Bills.
To bill clients for actual activity, including the partial billing instruction from the Buy Module (refer to the To Be Billed Quantity column).
After Live bills have been printed:
Use Billing Reversal to reverse any bill that was printed in error or incorrectly.
Use Re-Print Bills to reprint a bill exactly as it initially appeared with the original dates.
See also Billing Request.