What are the procedures for preparing bills and invoices .
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Billing procedure:
The billing procedure involves three tasks in the billing process
· Collecting the necessary information needed to construct an invoice,
· Creating invoices,
· Issuing bills to customers.
Review Billing Information (Billing Clerk)
1. To make an entry of daily shipping log.
2. Scan the details for each shipment that are ready for billing. These are records as billable transactions.
3. Check for corrections and print the invoice.
4. Verify that all prices have been approved by the order entry staff
5. Verify that the code for the customer's sales tax is correct, and adjust it if necessary.
Print Invoice Batch (Billing Clerk)
1. In the billing software, select the option to print all flagged invoices.
2. Place the company's official billing invoice form in the printer.
3. Run a test print to ensure the invoice is printed correct.
4. On verify that they printed correctly, print the entire invoice batch.
Prepare and Send Invoices (Billing Clerk)
1. In case there are multiple copies, burst the copies and retain the designated copies.
2. Place invoice in envelopes.
3. Stamp "Address correction requested" on the billing envelopes.
4. Deliver the billing envelopes to the mail room for mailing.
File Invoice Copies (Billing Clerk)
File the retained invoice copies as needed, either by invoice number or by customer name
The billing procedure involves three tasks in the billing process
· Collecting the necessary information needed to construct an invoice,
· Creating invoices,
· Issuing bills to customers.
Review Billing Information (Billing Clerk)
1. To make an entry of daily shipping log.
2. Scan the details for each shipment that are ready for billing. These are records as billable transactions.
3. Check for corrections and print the invoice.
4. Verify that all prices have been approved by the order entry staff
5. Verify that the code for the customer's sales tax is correct, and adjust it if necessary.
Print Invoice Batch (Billing Clerk)
1. In the billing software, select the option to print all flagged invoices.
2. Place the company's official billing invoice form in the printer.
3. Run a test print to ensure the invoice is printed correct.
4. On verify that they printed correctly, print the entire invoice batch.
Prepare and Send Invoices (Billing Clerk)
1. In case there are multiple copies, burst the copies and retain the designated copies.
2. Place invoice in envelopes.
3. Stamp "Address correction requested" on the billing envelopes.
4. Deliver the billing envelopes to the mail room for mailing.
File Invoice Copies (Billing Clerk)
File the retained invoice copies as needed, either by invoice number or by customer name
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