RB User Guide > Billing > Post Invoices OR Production > Turn In > Finalizing invoices

Calculating invoices

After applying rates to invoices, calculate invoice totals. You can then review the invoices for errors, post them to your RB9 ledger (i.e., record the billed items), and send copies to ordering clients.

NOTE: Finalize invoices as you go or in batches

The final steps of calculating, previewing, posting and sending invoices can be done either within each turned-in job or in the Billing module later, individually or in batches to save time.

• Within Turn In:

  Continued from Applying rates or Finalizing invoices.

  1. To calculate charges on invoices, click Calculate Invoices in the Turn In – Job # header.
  2. In the Calculate Invoices panel, all invoices are listed and selected. If you don’t want to calculate an invoice now, uncheck its box.
  3. Click Calculate.
  4. RB9 calculates each invoice. When it finishes successfully, a popup appears. Click OK.

• In Billing > Post Invoices results:

  Continued from Searching unposted invoices.

  In Post Invoices search results, any invoice that needs to have its charges calculated and totaled appear in the results grid with a checkmark in the Need Calculation column.

  Click the invoice’s > Calculate Invoice. RB9 calculates the invoice amounts.

NEXT: Preview, then post invoices

After calculating invoice total amounts, review invoices for errors, then post them to your RB9 ledger from within Turn In or in Billing > Post Invoices.

Reference

• Post Invoices
• Send Invoices
• Billing module

Step-by-step instructions

• Generating invoices
• Applying rates
• Entering additional firm information
• Posting invoices
• Sending & archiving invoices