Results for “monthly”

How to

Run the monthly billing review

billing/how_tos/run-the-monthly-billing-review.md

# Run the monthly billing review This is the recurring job: check the month's transactions, release the ones that are right, and turn them into invoices. **Before you start**, know…

Overview

About Billing

billing/overview.md

…split, and most of what looks complicated on these screens is a consequence of it. ## The monthly loop Five records do the work, and they hand off to each other in the same order e…

Explanation

About reconciliation

billing/explanation/about-reconciliation.md

…f the cycle bills the difference if the customer is over. A quarterly reconciliation on a monthly contract means three ordinary months followed by one that squares up. This suits c…

Explanation

Accounting For Stock And Cogs

admin/explanation/accounting-for-stock-and-cogs.md

… complete, or a journal needs re-pushing after a correction. ## Reconciling at period end Monthly or quarterly, the accountant runs a **stock valuation** for the period (in the Sto…

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

…Billing period, transaction and invoice statuses Three records carry a status through the monthly run, and they are easily confused because two of them can read *Completed* at once…

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

…elivered) and **System Info**. ## Billing frequency | Value | Period length | |---|---| | Monthly | One month | | Quarterly | Three months | | Trimester | Four months | | Half-Year…

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…m. Now note the **Billing Group**. We will use it again later — it is how this contract's monthly work is grouped with everyone else's. The status beside the contract number tells …

Explanation

How contract billing works

billing/explanation/how-contract-billing-works.md

…when the bill is due. It lays out the contract's entire schedule in advance — a five-year monthly agreement gets sixty billing periods, numbered *Billing 1 of 60* through *Billing …

Overview

Overview

overview.md

… loop is the core of the operation and the largest single source of revenue. It runs on a monthly rhythm: contracts generate billing periods, device meters are read, each period's …