Add billing items to a bill schedule

If you send invoices to customers only once a month, you can create a bill schedule at the beginning of the month, add items to the schedule throughout the month, and then post the bill schedule and create invoices at the end of the month.

There are two ways to add items to a bill schedule:

• Add items individually: Click here for instructions

• Add items through the Billing Items window: Click here for instructions

• Import items from a spreadsheet: Click here for instructions

Once items are added to the bill schedule, the schedule must be validated & approved before it can be posted and invoices can be printed. Click here for instructions on approving the schedule.

Go to Validate/approve a bill schedule

Return to Create a bill schedule

Return to Billing Process Overview

Return to AptaFund Overview