Enhancing Billing and Payment Management for Your Team
We understand that managing billing and payments across multiple employees can be challenging. Without proper controls in place, accidental changes and unauthorized modifications can create complications for your team.
Common Challenges You May Face:
Mistakes due to human error or rushed actions
Limited visibility into who made changes
Insufficient permission controls, leading to unauthorized modifications
Setting Permissions:
NONE - User cannot see the calendar icon, cannot access any view of the locked period.
VIEW ONLY - User can see the calendar and that the period has been locked.
FULL - Can create, edit & remove locking period.
BILLING LOCK DATE
This date picker is available only within the Billing page.
Gray calendar is an unlocked calendar, red is a locked calendar
To lock the billing period, select the date (in the past) and toggle on 'Lock Billing', Save
Recent Activity & Full History
Recent history will always display to the right of the calendar
To see the full history, select the button just above Save / Cancel
Creating invoices with a period locked
If the period is locked, the option to create an invoice in the past will be grayed out from the Billing > Create Invoice page.
Previous period invoices can be created from the customer's profile on an individual basis, however the invoice date will be the current locked period date plus 1 day.
Example:
December 2024 Billing Period
Invoice date is the locking period (in this example happens to be today) plus 1 day
