Pre-Billing Checklist | Scribe

    Pre-Billing Checklist

    • Smart Kx |
    • 13 steps |
    • 60 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
      9
      Go to the "Contracts" tab
      10
      Select all active contracts
      11
      Click "Bulk Invoice" and enter Period Values and Range
      information ordinal icon
      Tip! If billing in advance, select the most recent business day for Period Values.
      12
      Click "Calculate fees"
      13
      Click "Generate report"