Due Billing Plan for Follow-Up

Use Due Billing Plan for Follow-Up in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage billing plans, as well as create invoices on billing plan amounts.

To use Due Billing Plan for Follow-Up, you must have access to Finance & Administration as defined in User Access Rights under Settings.

If you have set up your WorkBook account to handle future billing through billing plans, you can find relevant information on billing plans that are missing invoices per the current date in Due Billing Plan for Follow-Up.

You can use the information in Due Billing Plan for Follow-Up to track which jobs need to be invoiced according to their billing plans. You can also create an invoice directly from Due Billing Plan for Follow-Up. This action creates an invoice draft on the job for the outstanding billing plan amount. The invoice must be approved and finalized as per usual.

Due Billing Plan for Follow-Up provides two tabs:

• List tab: Enables you to create an invoice on a billing plan amount for a job
• Job Card tab: Enables you to view the details of the job that you select from the List tab

You can use the Search field to find specific billing plan records.