Page 21 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Customer Invoice Approval Workflow - This optional functionality, for Cloud
Customers only, will insert an automated approval workflow into the billing process to
permit authorized approvers with the role of AR Manager to approve customer invoices
before they are Completed and issued. This requires System Properties for Customer
Approvals to be turned on, Approval Group configuration, and the Approval Group
selected in the project’s billing level menu.

Step 5: Complete Invoice

Navigate: Financials > Invoicing & Posting > List Invoices

Once Customer invoices are in the Approved status, they can be Completed (circle
with checkmark icon). Completing an invoice is a posting process to the general ledger.
Once the invoice is Completed, it can be sent to the Customer (email or printed) and will
now show on the Accounts Receivable Aging report to be monitored for collections.

Sample Customer Invoice:

LESSON 3: BILLING MANAGER PROCESS STEPS
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