Page Comparison

Overview:

This video walks through the process of creating a job billing for some partial amount of the total retention that has been calculated/withheld to date. This process will step through the calculate invoice process, adjust invoice amounts to reduce the amount of retention to bill, prepare invoices for printing, reviewing the invoice, and completing the invoice process which will post the accounting entries and make the invoice available on the AR Aging.

Benefits:

• Allows Users to bill for a partial retention amount

Roles:

• Billing Clerk

Location:

• Billing and Accounts Receivable>Automated Invoice Processing> Calculate Invoices 
• Billing and Accounts Receivable>Automated Invoice Processing>Adjust Invoice Amounts
• Billing and Accounts Receivable>Automated Invoice Processing> Prepare Invoices For Printing
• Billing and Accounts Receivable>Automated Invoice Processing>Complete Invoices

Video: