Review Client Rates and Prepare Billing Drafts

Review the client's agreed rates, prepare a billing period and check drafts before treating them as final invoices.

Check rates first

1. Open Reporting & Billing, then Rate Cards & Settings.
2. Select the intended client's rate card and check the agreement it represents.
3. Review the effective date, charge units, included quantities and any allowances or limits that apply.
4. If a rate is wrong, have the billing owner correct the intended period before preparing invoices.

Prepare and review a period

1. Open Client Billing and choose the client and date period.
2. Use Prepare drafts only when the period and rates are correct.
3. Open the resulting draft and compare its charge lines with the recorded warehouse work.
4. Review external work entries separately; they should not be mistaken for work originally recorded in StoreFulfil.
5. Use the supported invoice controls after review. Keep the draft, invoice status and PDF result distinct.

Two different bills