The billing process is designed to help you efficiently manage, review, and finalize your financial transactions in structured groups called batches. To learn about the Billing screen, check out the Billing Screen Overview article.
This article outlines the billing batch lifecycle in Navusoft from creation to completion.
Create a Billing Batch
Groups transactions or accounts by Bill Group and Division and establishes the Invoice Date.- Billing Batch is created with a unique identifier
- Status set to 'Not Started'
Pre-Billing Analysis
A critical review step to identify errors, missing information, or discrepancies before finalizing charges. This is a very important step to ensure the integrity of your billing.- Work Orders: Reviewed for discrepancies to prevent revenue loss.
- Service Changes: Validated to ensure accurate Rate Change amounts. Incorrect amounts must be corrected on the account.
- Manual Charges: Verified for accuracy; incorrect charges must be corrected on the account.
- Unapproved invoice adjustments: Reviewed to ensure correct amounts are billed; unapproved adjustments revert to the original billing amount.
Process a Billing Batch
Executes the billing calculations. After calculations, perform billing analysis again. If billing is accurate, proceed to posting. If not, the batch can be reversed for corrections.- Billing calculations are completed.
- Status set to 'Processed'
Post a Billing Batch
Locks the batch and commits the financial transactions to the system ledger.- Triggers the Process Auto Pay option for any accounts with Auto-Pay setup.
- Status set to "Posted"
Export a Billing Batch (optional)
Allows the posted batch data to be exported to an external accounting systemComplete a Billing Batch
This is the final administrative closure of the billing cycle. A billing batch can only be marked 'Completed' if:- There are no outstanding system notifications.
- There is no outstanding Auto Pay processing.