Redi2 Technologies, Inc.
            Knowledge Base Redi2 Technologies, Inc. General

            How to use the Billing Process using uploads

            The Billing Process in BillFin Using Uploads:


            1.     Go the Fees page

            Make sure you are looking at the correct billing period

            Click Upload Asset Values

            Click the Upload Asset Values button in the slideout window

            Find and select your asset values file

            -Download the template and prepare the asset value upload file if you haven’t already

            Preview what BillFin finds

            -If necessary, check the box to "Overwrite these with new values" (next to the changed values - needed only if you already uploaded asset values during the period)

            Click Apply Billable Assets

            Review the Fees and check all flags to resolve any alerts

             

            2.     Go to the Invoices page

            Click Export PDF

            Click the link that appears under the buttons to download the zip file (it will contain a PDF invoice for all clients with fees)

            -Save this file to keep a static record of your billing

             

            3.     Go to the Payments page

            Click Export [custodian] file

            Click the link that appears under the buttons to download the CSV file

            -Take that payment file to your custodian to get paid.



            Updated: 29 Oct 2019 05:27 AM
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