Use these billing and balancing procedures as a guideline when billing. You may omit some of the steps, add some of your own, or change the order in which you complete them.

Summit’s billing system offers three distinct advantages: It is fast, flexible, and accurate. Summit allows users to set-up and store their regular billing patterns, which saves time and results in greater accuracy. Since the billing system has extensive selection and organizational options, Summit can be customized to meet the billing needs of most users. In the billing module, you can do the following:

Print invoices at any time to accommodate any billing cycle.

Print duplicate invoices

Compare the billing report to the invoice preview to verify invoice accuracy.

Reconciling or editing all logs for a billing cycle. Logs should be reconciled or edited on a daily basis.

Posting all schedules for a billing cycle, if log posting is in use. Automation Reconciliation will do this for you.

Print a Makegoods Pending Report. Make any necessary corrections through edit a log (spots on the Makegoods Pending Report were made good but not reconciled, for example)

Print a Billing Projection (contract file) for this billing cycle and billing group.

Print an Invoice Preview (schedule file) for this billing cycle and billing group. Choose whether or not to include miscellaneous billing. Organize the invoice preview in the same way as the Billing Projection.

Compare the Billing Projection to the Invoice Preview. These reports should equal each other, minus what is in the Makegoods Pending Report. All reports need the same parameters - dates and billing cycle.

Printing Invoices. This report should have the same parameters - dates and billing cycle as the Invoice Preview, Billing Projection and Makegoods Pending Report.

Print an Unbilled Spots List for the cycle and parameters you just billed.

Print a Billing Report for the cycle and parameters you just billed.

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Copyright © 2006 Summit Software Systems, Inc.
Last modified: October 25, 2006