An Introduction to Billing

Billing begins with Coordinators recording all line items to bill the client for on a Billing Sheet which can be done as soon as numbers are available from the field.

The Billing Sheet is then submitted to Billing who creates a Pricing Sheet for each client to price out each line item for that client. This separates the process of recording billable tasks (which is done on the Billing Sheet by a Coordinator), from the process of pricing out those tasks, which is done by Billing on the Pricing Sheet. Finally, these Pricing Sheets, which can span multiple jobs, are taken by Billing to create an Invoice which is the final bill to send to the client. The following diagram shows where these tasks fit into the overall workflow:

A Job Order has one Billing Sheet, but there is a Pricing Sheet for each Client on a job. An invoice can consist of line items from multiple Pricing Sheets. This relationship is illustrated in the following diagram:

Accessing Billing and Pricing Sheets

The Billing Main screen, available as a sub-tab within any Job Order read-only screen, lists the Billing Sheet and Pricing Sheets associated with the Job Order: