Billing Readiness
If related project costs have not posted yet, this is the usual next step before invoicing.
What is waiting to invoice?
This number must be identified from the project’s Financials area before billing.
What is the contract number?
For legacy labor or material costs that have already been recognized as revenue, use this event type.
What is Invoice Milestone?
This is the customer-facing document that can be obtained after an invoice is generated.
What is the invoice PDF?
In Receivables, use this task to update customer details, addresses, or contacts.
What is Manage Customers?
This helps ensure labor, material, and service charges are billed at the intended rates.
What is the price book?
For project cost lines already recognized as revenue, do not select this event type.
What is Fee?
We have an agreed price that we do not want broken out for the customer
The job is set up to the wrong bill to, we need to do this to fix it
What is an amendment on the contract
The work is complete, time is entered, material is recorded, but billing amounts are incorrect.
What is project task override?
On a CPQ project, a customer approved additional work that changes the original agreed scope/price. The project gets updated where?
CPQ
The billing information is correct, but the invoice fails during processing
What is process monitor?
What is the error message?
Rates were updated, but invoice is still showing old rates. What should you investigate?
What are the effective dates?
Recalculate invoice details
PDF didn't generate
Does your Bill To site have contact info that includes an email address?
Does the email address have a responsibility type of Bill To?
Is the email address valid? Must be in a valid format
Is the Purpose on the contact something other than Blank or Work?
Is the Preferred Delivery Method Email on the Profile History tab?