Pricing Sheets

A Pricing Sheet is a per-client list line items detailing the billable actions and their associated cost to invoice a client for. After the Billing Sheet has been submitted to Billing by a Coordinator, a Pricing Sheet can be created by a Billing Assistant (or Billing Administrator) for each client. 

One or more Pricing Sheets from one or more Job Orders can be used to create an Invoice for a client. Individual Billing is the process of creating an Invoice for a client from a single Pricing Sheet, and Consolidated Billing is the process of creating a client’s Invoice from multiple Pricing Sheets, potentially including Pricing Sheets from other Job Orders. The workflow is illustrated in the following diagram::

Billing Process:

Creating a Pricing Sheet

1. Navigate to the Billing tab.

2. Locate the client in the Pricing Sheet subsection and click on Create Pricing Sheet. Note that this button will only be available after that the Billing Sheet has been submitted and approved.

3. Select a currency. Note that for a Consolidated Invoice, the currency of all Pricing Sheets that will be used to create a multi-Pricing-Sheet Invoice must match.

4. Select Yes for Will this be part of an invoice hold more than 1 pricing sheet if the Pricing Sheet will be used in Consolidated Billing. This allows the line items for the Pricing Sheet to be included in an Invoice with line items from other Pricing Sheets for the client. Select No if the Pricing Sheet will be used in an Individual Invoice. Note that once the Pricing Sheet has been saved and approved, this option cannot be changed.

5. Enter the pricing information for each billable item list. These billable line items originated from the corresponding Billing Sheet. Note that if a Tax Type is specified, a Tax % value must also be specified.

Submitting a Pricing Sheet for Approval

After a Pricing Sheet has been created and saved, it can be sent for approval by a Billing Administrator using the following steps:

1. Open the pricing sheet in Billing tab.

2. Click on Submit for Approval:

Approving and Disputing a Pricing Sheet (Billing Administrator only)

A Billing Administrator can approve or dispute a Pricing Sheet once it has been submitted for approval, using the following steps:

1. Click on the Pricing Sheet's link to open it.

2. Navigate to the Pricing Sheet Actions drop down on the right hand side.

3. Click on Approve or Dispute. Clicking Approve will set the Pricing Sheet’s status to Approved. Clicking Dispute will put the Pricing Sheet back into Draft state allowing for further updates to be made. The Pricing Sheet will then need to be resubmitted for approval.