Billing Management

All the functions present enable an application manager to set:

1. Create a Billing schedule
2. Managing Invoice
3. Managing Credit Notes

Create a Billing schedule

Billing schedule is a function that analyse the itmSUITE® database of Sales Contract and Timesheet to create the possible invoice to send at the client.

The driver used by the system to select the document are:

1. Stand Alone contract
2. Sales contract
3. Timesheet

document eligible to be billed are:

1. Only Stand Alone contract in status Operational
2. Only Sales Contract connected to a Service or a Project
3. Only Timesheet with 'operating status' in Approved or Declared and that has been set as Billable by the Manager. Manager set the billability of the Timesheet setting the Adm. Status equal to "Billable"

Managing Invoice

1. Create an Invoice
2. Print the invoice
3. Finalize an Invoice

Managing Credit Notes

Credit note are created from an issued invoice

The step to create a Credit Note are:

1. Find the Invoice
2. Create the Credit Notes