Run Billing (Individual) | Scribe

    Run Billing (Individual)

    • Smart Kx |
    • 0 step |
    • 30 seconds
      Navigate to [Smart Kx](https://app.smartkx.io/)
      Set all Pending invoices to Paid before proceeding with billing!
      Go to the "Clients" view
      Select the household you want to bill
      Go to the "Contracts" tab
      Click "Create Invoice"
      Select the period value date
      Select the billing period date range
      Review the invoice
      Click "Submit"

      Review Invoice + Export Fee File

      Go to the "Invoices" tab
      Click on the newly created invoice to review
      Click the icon to download the invoice
      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.*

      Want to make guides like this in seconds? Yes, it's really that fast.

      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe