Billing Workflows

Workflow: Set Up Billing

Learn the steps you need to complete before running the billing workflow for the first time.

Workflow: Run Billing

Learn the steps to run billing, such as a quarterly billing process, from pre-billing audits through reconciling billing history, with links to instructions to complete each step.

Workflow: Run Billing (Detailed)

See numbered steps for each part of the run billing workflow listed together all on one page.

Workflow: Add Prior Outstanding Balance to Billing Statement

Learn the steps to add prior outstanding balance to a billing statement or billing bulk report.