Run Billing (Individual) | Scribe

    Run Billing (Individual)

    • Smart Kx |
    • 20 steps |
    • 56 seconds
    1
    Navigate to [Smart Kx](https://app.smartkx.io/)
    alert ordinal icon
    Set all Pending invoices to Paid before proceeding with billing!
    2
    Go to the "Clients" view
    3
    Select the household you want to bill
    4
    Go to the "Contracts" tab
    5
    Click "Create Invoice"
    6
    Select the period value date
    7
    Select the billing period date range
    8
    Review the invoice
    9
    Click "Submit"

    Review Invoice + Export Fee File

    10
    Go to the "Invoices" tab
    11
    Click on the newly created invoice to review
    12
    Click the icon to download the invoice
    13
    Click "Download Fee File" to export the file to send to custodian *This fee file export will contain only the fee information for the specified household.*
    14
    Note: to download multiple fees in one file, bulk download the fee file here.
    15
    Click "Firm"
    16
    Click "All Custodians"
    17
    Click "Invoices"
    18
    Select the fees to download to the fee file.