Billing processes

Use billing processes in MYOB Practice Management to create, review, approve, post, send, credit, receipt, and adjust billing transactions.

Billing workflows are batch-driven. Depending on the task, you may work with invoices, open item fees, interim fees, credit notes, receipts, debtor documents, or receipt allocations.

Billing tasks

• Navigate the Billing screen

• Raise an invoice

• Create an invoice

• Raise an interim fee

• Raise an open item fee

  • Create an open item fee

  • Edit an open item fee

  • Add internal notes and alerts

• Raise credit notes

• Use Debtor Management

• Email documents

• Record receipts, allocations and reallocations

Before you start

Billing processes can affect approvals, posting, client communications, WIP, GST, receipts, and accounting records. Check that you are working in the correct office, client, period, and transaction type before submitting or posting a batch.

Related topics

• WIP Management Dashboard - review WIP before or after billing where your workflow requires it

• Client setup and maintenance - check client, billing client, contact or delivery details before processing billing documents.