RB User Guide > Production > Turn In > Finalizing invoices

Applying rates

After entering billing information and producing the requested service items, the production part of Turn In is finished. The next part of Turn In is to finalize the invoices. Before RB9 can calculate the amounts to charge on an invoice, you must first apply billing rates, pay rates, and rush types to the invoice. If you have a separate billing department, they will handle this task and finish the invoice(s).

Continued from Finalizing invoices.

  1. Apply billing rates

    1. In the Invoices pane of the Turn In – Job panel, click options button > Set Billing Rates.
    2. In the Set Billing Rates panel, click *Billing Rate lookup button(required).
    3. In the Lookup Billing Rate panel, your active billing rates appear. You can click a hyperlinked Billing Rate Name to select that rate, or search for the billing rate (see Lookup panel).
    4. In the Set Billing Rates panel’s *Apply To pane, check:
      • The box(es) of the invoice(s) you want to apply the billing rates to.
      • The box of the first invoice in a contiguous list in the pane, then Shift + Click the last invoice of the group to select those invoices together.
      • The box in the header to select all of the invoices.

      You must select at least one invoice.

    5. Click Save >
      • Save & New – To continue applying billing rates without closing the panel.
      • Save & Close – To close the panel when you have finished applying billing rates.
    6. Repeat until all invoices have billing rates applied.

  2. Apply pay rates

    1. In the Invoices pane of the Turn In – Job panel, click options button > Set Pay Rates.
    2. In the Set Pay Rates panel, click *Pay Rate lookup button (required).
    3. In the Lookup Pay Rate panel, your active pay rates appear. You can click a hyperlinked Pay Rate Name to select that rate, or search for the pay rate (see Lookup panel).
    4. In the Set Pay Rates panel’s *Apply To pane, check:
      • The box(es) of the invoice(s) you want to apply the pay rates to.
      • The box of the first invoice in a contiguous list in the pane, then Shift + Click the last invoice of the group to select those invoices together.
      • The box in the header to select all of the invoices.

      You must select at least one invoice.

    5. Click Save >
      • Save & New – To continue applying pay rates without closing the panel.
      • Save & Close – To close the panel when you have finished applying pay rates.
    6. Repeat until all invoices have pay rates applied.

  3. Apply rush type

    If any orders require expedited turn-around, add related rush surcharges.

    1. In the Invoices pane of the Turn In – Job panel, click options button > Set Rush Types.
    2. In the Set Rush Types panel, select a *Rush Type in the drop-down.
    3. In the *Apply To pane, check:
      • The box(es) of the invoice(s) you want to apply the rush type to.
      • The box of the first invoice in a contiguous list in the pane, then Shift + Click the last invoice of the group to select those invoices together.
      • The box in the header to select all of the invoices.

      You must select at least one invoice.

    4. Click Save >
      • Save & New – To continue applying rush types without closing the panel.
      • Save & Close – To close the panel when you have finished applying rush types.
    5. Repeat for any additional invoices that include expedited services.
    TIP: Use blank rush type to remove applied rush types

    If you applied a rush type to an invoice incorrectly, repeat this step but leave *Rush Type blank and apply it to the invoice that shouldn’t have a rush type. When you save the rush type this time, the Rush Type Name field for the invoice will be blank.

  4. Review charges applied

    Before calculating invoices, check that each service item has the proper rates applied.

    1. If any rates need adjusting, click the hyperlinked service item.
    2. In the View Service Item panel, click Edit.
    3. In the Edit Service Item panel, check the Override box.
    4. Update rates and options as needed. See Entering billing & pay rates.
NEXT: Calculate & post invoices

After applying rates to invoices, calculate invoice totals. You can then preview the invoices, post them to your RB9 ledger, and send copies to ordering clients. See Calculating invoices.

Reference
Step-by-step instructions