Run your End-of-month Billing
Guide on Running End-of-Month Billing in Radio Workflow
1. Check Logs
- Start from the Radio Workflow dashboard.
- Ensure that your logs are reconciled through the dates you wish to bill. This is crucial to ensure accurate billing.
2. Reconcile Logs
- Navigate to the 'Traffic' section.
- Choose 'Logs' and then 'Daily Logs'.
- Look for the 'Unreconciled' section to ensure that your logs for the billing period (e.g. month of May) are reconciled.
- You may reconcile the logs yourself or with your air log.
- Before proceeding, double-check everything is reconciled to ensure accurate billing.
3. Access Accounts Receivable
- Go to the Accounts Receivable section, represented by the 'credit card' icon.
- Choose 'Invoices'.
4. Generate Invoices
- Click 'Get Invoices'.
- Select desired parameters (e.g. all accounts, any contract, all reps, etc.).
- Click 'Run Report'.
- A report will be generated for each contract that should have been billed for the selected period.
5. Review and Correct Errors
- Inspect the report.
- Accounts with mistakes will be highlighted in red, while those without will be in white.
- Correct any detected errors before proceeding.
6. Post Invoices
- Once all errors are corrected, click 'Post Invoices' to make the invoices available for sending or printing.
7. Review Invoice Details
- Go back to Accounts Receivable (credit card icon) and select 'Invoice Detail'.
- Choose your desired report parameters (e.g. all accounts, specific rep, etc.).
- Click 'Run Report' to view all relevant invoices.
8. Generate and Review Billing Report
- Review the generated billing report, which includes gross, net, commissions, and billing cycles.
- Make any necessary adjustments before finalizing.
9. Build and Send Batch
- Once satisfied, click 'Build Batch'.
- A PDF file comprising all invoices will be generated and sent to the logged-in email account.
- Click 'Send Batch' to automatically email these invoices to the respective clients.
- The status will change to 'Sent' once the emails are successfully sent.
Note: Ensure to monitor your email for the batch confirmation and PDF of invoices. This may take a few minutes to be received.
That's how you perform an end-of-month billing in Radio Workflow.
Updated 6 months ago