Finalizing invoices

After generating invoices, the second part of Turn In involves applying billing, rush, and pay rates to invoices, then calculating and posting the invoices. If you have separate billing and production departments, billing usually handles the tasks involved in finalizing invoices.

  1. Apply rates

    Before RB9 can calculate the amounts to charge on an invoice, you must first apply billing rates, pay rates, and (optionally) rush types to the invoice. See Applying rates.

    NOTE: Finalize invoices in Turn In or Billing

    After applying rates to invoices, the next steps in finalizing invoices can occur within individual jobs in Turn In or in Billing > Post Invoices, usually at the end of the day.

  2. Calculate invoice totals

    Direct RB9 to total service charges and resource pay on invoices. See Calculating invoices.

  3. Preview invoices

    After calculating invoice totals, review the invoices to check that they are correct and include all relevant charges. See Previewing invoices.

  4. Post invoices

    After previewing the invoices, post them to your RB9 ledger. See Posting invoices in Turn In.

NEXT: Send invoices to clients

After posting, RB9 will automatically prompt you to send copies to ordering clients. See Sending & archiving invoices.

Reference
Step-by-step instructions