Pre-Billing Checklist | Scribe

    Pre-Billing Checklist

    • Smart Kx |
    • 0 step |
    • 60 seconds
      Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
      Go to the "Invoices" tab
      Click "Set as paid" to update all Pending invoices from the previous period
      Click "Invoices updated!"
      Go to the "Accounts" tab
      Click "No Household" to check for orphaned accounts
      Click "No Contract" to check for accounts not assigned to a fee schedule
      Make any necessary changes or updates to accounts and contracts (ex. update NCA values, change fee rates, etc) before billing
      Go to the "Contracts" tab
      Select all active contracts
      Click "Bulk Invoice" and enter Period Values and Range
      Tip! If billing in advance, select the most recent business day for Period Values.
      Click "Calculate fees"
      Click "Generate report"

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