Pre-Billing Checklist (pt I): Prepare Accounts For Billing | Scribe

    Pre-Billing Checklist (pt I): Prepare Accounts For Billing

    • Smart Kx |
    • 8 steps |
    • 34 seconds
      1
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      2
      Go to the "Invoices" tab
      3
      Click "Set as paid" to update all Pending invoices from the previous period
      4
      Click "Invoices updated!"
      5
      Go to the "Accounts" tab
      6
      Click "No Household" to check for orphaned accounts
      7
      Click "No Contract" to check for accounts not assigned to a fee schedule
      8
      Make any necessary changes or updates to accounts and contracts (ex. update NCA values, change fee rates, etc) before billing
      information ordinal icon
      Tip! If an account is not included in a household *and* a contract, the account will not be billed.