Using a billing line manager to create an invoice
Billing is the process of tracking charges for documents within SmartTurn, based on the Owner business affiliate, and then billing the Owner for those charges. You bill a particular document by adding billing lines to that document to track the charges you want to bill the Owner. Billing line managers use billing line manager criteria to let you easily manage particular subsets of billing lines from across all your documents. You can use billing line managers to view billing lines based on personalized search criteria, and export sets of billing lines to use in creating invoices.
To use a billing line manager to create an invoice:
- Create a billing line manager to select the billing lines from the documents that you want to invoice. For example, you might create a billing line manager that returns all the billing lines from all the receipts in the past month where Brown, LLC is the Owner listed on the receipt. Or you might create a billing line manager that returns all the billing lines from all the documents in the past two weeks. More info...
- View the billing lines in the billing line manager. More info...
- Export the billing lines in the billing line manager to a spreadsheet. More info...
- Use the billing lines in the spreadsheet as the line items on your invoice.
The export includes Owner information for each line, so if you restrict your export to billing lines from documents that all have the same Owner, you can use that information in the header of your invoice.