Help Billing, Cost & Revenue Managers

Billing

• Where do I define a user’s primary and secondary roles?
• Tracking billable hours against targets

Preparing Items for Billing

• How do cost and billing managers manage timesheets in Polaris?
• Data import fields and formats
• Why can’t I reopen timesheets?
• Tracking the approval status of items
• Bypassing regular approvals
• Searching and filtering lists

Billing and Invoicing

• Data import fields and formats
• Configuring auto-generation of bill, credit memo, and payment reference numbers
• Choosing how cost rates display
• Using the Polaris PSA mobile app
• Invoicing a client
• Creating credit memos
• All about billing
• Applying payments to bills
• Billing a client
• Setting up invoice templates