Billing Overview
  • 09 Jan 2024
  • 1 Minute to read
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Billing Overview

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Article Summary

Simplify billing by exporting invoices to QuickBooks, a state aggregator, a clearinghouse, and more. Schedules hold the information you need for billing: name of the client, bill rates, shift times, and so on. Billing options include:

Videos

There are many videos to help you learn about billing with Generations.

Sending Invoices to QuickBooks Desktop. You can also send invoices to QuickBooks Online and the process is similar.


Watch a video about Generations Invoices and Estimates.


Learn about the Billing Export.

Learn about billing reports.


Data Flow

Basic Steps

Regardless of whether you're doing billing or payroll, the basic steps are:

  • Update and confirm schedules. Work through Travel Time and Other Expenses if appropriate. Then run an Unconfirmed Shifts Report.
  • Create Timesheets
  • Edit Timesheets if required.
  • Review a billing or payroll report.
  • Correct errors in Schedules and create Timesheets again. Repeat until the report is perfect.
  • Send the data elsewhere: QuickBooks, a third party payroll system, a CMS1500/837p, a State EVV system, and so on.
  • Process the information in other software.

Review these steps in more detail with Billing and Payroll in Detail.

Billing Reports

  • Advance Billing Reconciliation
  • Billing Report by Client
  • Billing Report by Date
  • Billing Report by Service
  • Gross Profit Report
  • Other Expenses Report by Client
  • Projected Billing Report

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