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Billing

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Billing PDF

Download a copy of this help center in pdf format

Release notes

View the latest enhancements and bug fixes.

Access

How to access the Billing module

The user interface

The main elements of the Billing user interface surrounding the four main tab views

How to create a bill

The steps required for billing, including progress bills, zero bills and credit notes

Approvals

The billing approval process

Client/ Job selection

A list of every active Client record in the Star database

WIP Accruals

How to manage accurals to control profit or loss

WIP Transfer

Transfer WIP that has been previously allocated to one Client/Job to another Client/Job