Page 8 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

LESSON 1: BILLING PROCESS OVERVIEW

Learning Objectives

• Analyze the various steps of the Billing Process
• Identify the user roles and responsibilities required for the Billing Process

Introduction

The Billing Process (Customer Invoicing) represents the procedures involved in
collecting information needed to create and issue invoices to customers. Customer
Invoices are business documents that enable companies to get paid for their goods and
services provided. It is critical to understand the process flow and which roles are able
to perform the various steps to help maintain cash flow and ensure the goods or
services provided are paid for by the Customer in a timely manner.

Lesson 1 Overview Video (for SDL only)

Billing Process Flow

The Billing Process can be separated into two main sections:
1. Ongoing Business where the Customer, its Profile, and Billable Projects are
configured for the use of charging time and expenses on them.
2. Responsibility of a Billing Manager to gather billable items, place them on a
Customer’s invoice, and send the invoice to the Customer for payment.

LESSON 1: BILLING PROCESS OVERVIEW
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