Earlier billing procedure¶

Current screen: AR Billing.

Purpose¶

Billing a container's receivables and getting the invoice into the accounts system.

This is an index, not a screen. AR billing is done on two screens — Billing Presets and AR Billing. Use the table below to find the one you need.

Accounting → Billing Presets Accounting → AR Billing

The two screens have their own pages, with their own screenshots:

Page	The screen
Billing Presets	The saved charge rules per customer
AR Billing	The billable rows, the invoice lines, and the Complete action
Sending an Invoice to QuickBooks Online	Not a separate screen — delivery is part of AR Billing
AR Billing Corrections	Not a separate screen — corrections happen where the invoice lives
Trade Summary	Whether a deal adds up

Prepare the presets for the customer — Billing Presets
Filter AR Billing by date, customer, booking or container — it reloads by itself
Review the selected rows and the lines that will become the invoice
Complete — which commits the invoice and immediately attempts delivery
Check the result, in our system and in the accounts system

Field	What it means
Invoice number	The key the accounts system is searched by. 21 characters maximum
AR amount	The estimate, before your review edits
Delivery status	What happened to the invoice after completing

Shown	Means
An amount and no invoice	A candidate, not yet billed
Invoice present, not sent	Committed here, not delivered
READY / SYNCING / SYNCED / ERROR	Delivery state — see Sending an Invoice
Paid	Settled

Complete does two things. It commits the invoice and attempts delivery in the same action, so get the amount, customer, grouping and invoice number right before you press it.
Pricing comes from billing setup, not from legacy rates. If a rate is missing the row stays needs review — there is no fallback and no zero price.
Never resend because the screen did not confirm. Search the accounts system first.