Help by area
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