Page 19 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

LESSON 3: BILLING MANAGER PROCESS STEPS

Learning Objectives

• Analyze and perform the various steps of the Billing Process
• Recognize the requirements and decisions involved to properly perform the
Billing & Revenue Post
• Differentiate the various procedures and options used to create,
process, complete (post), and send Customer Invoices for various contract types
• Customer Invoice Approval Workflow (optional)
• Determine which Billing & Revenue reports to use to ensure accurate transaction
processing
• Accounts Receivable Aging

Introduction

It is critical to understand the various steps performed by the Billing Manager role for the
Billing Process in Unanet. This lesson breaks apart the Billing Manager’s process into a
5 Step approach which will be used to help evaluate revenue.

Lesson 3 Overview Video (for SDL only)

LESSON 3: BILLING MANAGER PROCESS STEPS
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