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Check Your Understanding


                          1.  Which step in the Invoicing Process MUST be performed in order to be
                              able to create a draft customer invoice?
                              a)  Reconciling Accounts Receivable Aging
                              b)  Running the Billing & Revenue Post
                              c)  Running the Invoice Status report

                          2.  In the Invoice level Billing menu, what tab is used to access the Invoice
                              Header, Description, and Invoice Memo?
                              a)  Other
                              b)  Additional Invoice Formats
                              c)  Contacts

                          3.  What report provides a summary of status information as well as a
                              detailed preview version of each invoice?
                              a)  Billing & Revenue Summary
                              b)  Accounts Receivable Aging
                              c)  Invoice Status

                          4.  On the List invoice screen, the Billing Manager uses which icon to
                              customize, defer, write-off, or include additional items on a draft invoice?
                              a)  Trashcan
                              b)  Complete
                              c)  Pencil

                          5.  Which of the steps, in the Billing process, is the Billing Manager
                              searching/listing the available items that have been gathered from the
                              Billing & Revenue Post?
                              a)  Add Invoice
                              b)  Generate Invoice
                              c)  Complete Invoice

                          6.  On the Add Invoice search page, what does selecting the check box in
                              LIST OPTIONS for “Include Projects without unbilled data” allow the Billing
                              Manager to do?
                              a)  To check for any draft invoices for a customer
                              b)  To create a blank draft invoice
                              c)  To delete an invoice










               LESSON 3: BILLING MANAGER PROCESS STEPS
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