Review Billing

With this checked, you can return all the items to inventory, but the contract remains open. This allows you to review the contract for billing errors before the customer receives the closed invoice. Once the review has been cleared the contract goes to the Closed status and is ready to be invoiced.

There are multiple ways that you can set a contract to require Review:

In Parameters, you can set the default type of contract to review (i.e. Cash or Account, Regular Contract) and the payment type (cash or account). These settings would apply to all applicable contracts. Review Billing is now true in all active contract when this is turned on.

Note: Existing contracts done prior to adding review billing in parameters will not prompt for review billing when a contract is closed.

When Review Billing is on, it is now true in all active contracts when this is turned on. When Review Billing is turned off, it does not turn it off on the active contract.

In the Customer Record, there is a check-box to require this customer to have their bills reviewed. This would only apply to specific customers.

In the Job Site Record, there is a check-box to require all contracts for that Job Site to be reviewed.

In the Contract itself, you can manually set or unset the Billing Review requirement. This must be set prior to close the contract. This is protected by File and Field Security. Review billing should never be finalized by unchecking this box, because it would prevent it from going back into review billing should the contract be reopened.  The correct way to clear a contract from review billing is to modify it and engage with the prompt as outlined below.

When a contract is closed it will have a status of "Review Billing" and remain an OPEN contract if printed.

As contracts close during the day, you will be able to see all the contracts that need to be reviewed under the “Review” tab in Day at a Glance.

You must Modify the contract, make any necessary adjustments, then select OK. This prompt will appear:

Selecting Yes - Contract will close and bill during the End of Day process.

Selecting No - The transaction will remain in Review Billing status and will not close.

This prompt is protected by security in System Security defaults and can be set on the company, group, or employee level.

Continuation Billing - Contracts that go through continuation billing will not hit review billing.  These contracts have often already been rated in a specific way and that will carry through the continuation cycle.  It would be extraneous work to go through each one every time it continuation bills.