Pre-Billing Checklist (pt II): Review Insufficient Cash | Scribe

Pre-Billing Checklist (pt II): Review Insufficient Cash

  • Smart Kx |
  • 6 steps |
  • 26 seconds
    1
    Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
    2
    Go to the "Contracts" tab
    3
    Select all active contracts
    4
    Click "Bulk Invoice" and enter Period Values and Range
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    Tip! You will need to select values to run the mock billing for; today's values will not be available and will return a $0 fee. \ \ Select day/dates up to the prior business day in order for available values.
    5
    Click "Calculate fees"
    6
    Click "Generate report"
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    Tip! This cumulative report will list each account and its corresponding billing information. It will also show any accounts with insufficient cash to cover the expected fee.