Work the Orders to Bill queue

In Heyquip: Billing > Orders to Bill

You will see every order still owed an invoice, in one queue, with what is ready to bill right now.

Steps

1. Go to Billing > Orders to Bill.
2. Read the header total, the amount still owed across every order in the queue.
3. Check Billing status: Unbilled, Partially Billed, or Billed.
4. Check Billing Mode: Normal or Cycle Billing.

5. For a cycle-billed order, read Current to Bill. It shows only the elapsed period's amount, not the order's full total.

   

6. Read Company, Firstname, Lastname, and the Billing progress bar (paid of total) to identify the order.

   

7. Open the order from its row to invoice it. See Create an invoice for the Order Billing screen's Create invoice button.

Good to know

• If an order uses cycle billing, only Current to Bill is ready to invoice. The rest bills in later periods. See Set up cycle billing on an order.

Related tasks

• Create an invoice
• Set up cycle billing on an order
• Invoice part of an order
• Chase unpaid invoices