All about billing
You can use the billing feature of Polaris to:
- Create client bills
- Create credit memos, and apply them to bills
- Preview and send invoices
- And, once clients pay, apply payments to bills
Who can carry out billing?
Users with billing manager or project manager permission can carry out billing.
Project managers can create bills and credit memos for their projects from the Billing & Invoicing tab within each project.
While, billing managers work from the Financials > Billing & Invoicing section of Polaris PSA.
Keeping tabs on billing
The Financials > Billing & Invoicing > Overview page gives a summary of your estimated, available to bill, and actual billing amounts – including unbilled amounts and adjustments.
You can view amounts by week or by month, using the drop-down located in the top, right-hand corner of the page.
The Financials > Billing & Invoicing > Available to Bill tab shows amounts that became available to bill per client, per day. You can create a bill for a daily amount from this page.
Click the icon in the Search bar at the top of the Financials > Billing & Invoicing > Transactions page to filter the list of bills, credit memos, and payments by client or date.