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After bills are created in Single bill or Multi bill, they are moved to the Review step of the billing process. From here, bills can be further edited and reviewed for final approval.
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Totals are displayed for applicable columns at the bottom of the list.
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Approve/Post all
When bills are approved / posted the Accounts receivable is written to the general ledger and the client has been billed. A check for a trust transfer will be posted as well. The final step of the billing is Production or” Send” where bills can be printed and emailed.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053684454 |