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Pre-Billing Checklist
As the next billing period approaches, here are steps you can take to prepare for a smooth and error-free billing process. The following checklist will prepare your accounts for billing and give you insufficient cash alerts. We recommend you run this 1 week prior to running billing.
Smart Kx
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Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
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Go to the "Invoices" tab
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Click "Set as paid" to update all Pending invoices from the previous period
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Click "Invoices updated!"
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Go to the "Accounts" tab
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Click "No Household" to check for orphaned accounts
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Click "No Contract" to check for accounts not assigned to a fee schedule
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Make any necessary changes or updates to accounts and contracts (ex. update NCA values, change fee rates, etc) before billing
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Go to the "Contracts" tab
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Select all active contracts
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Click "Bulk Invoice" and enter Period Values and Range
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Tip! If billing in advance, select the most recent business day for Period Values.
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Click "Calculate fees"
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Click "Generate report"
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