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- Project Billing System
- Process
- Send and collect
Send and collect
After approval, the invoice posting path creates a balanced linked journal entry. Billing specialist sends the approved invoice and checks its sent date and customer contact. AR clerk follows the due date and paid amount, recording reminders and responses against the same invoice. An uncollectible remainder requires Controller approval before a write off is posted.
Step by step
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Send invoice BillingSpecialist
Billing specialist moves the approved invoice to Sent and checks the delivery record.
- Move Approved to Sent after checking the linked posting and customer details.
- Updates Invoices, Invoice lines, Journal entries, Customers
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Collect and resolve ARClerk
AR clerk reconciles payments, records reminder events and requests a write off when needed. Controller approves the write off.
- Track Sent, partial paid and Paid; post an approved write off for an uncollectible balance.
- Updates Invoices, Dunning events, Write offs
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Billing specialist
- , AR clerk, Controller.
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