Billing Overview
  • 15 Jul 2022
  • 1 Minute to read
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Billing Overview

  • Dark
  • PDF

With Generations you can dramatically streamline your billing process. The basic steps are:

  1. Create schedule and confirm schedule. Run the Unconfirmed Shifts Report.
  2. Create Timesheets
  3. Edit Timesheets if required.
  4. Review a billing or payroll report.
  5. If there are errors in the report, correct them in Generations.
  6. Transfer the data elsewhere - to QuickBooks, Paychex, ADP, or other.
  7. Process the information once transferred.

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


Sending Invoices to QuickBooks Desktop. You can also send invoices to QuickBooks Online, and we'll eventually add a video for that.

Watch a video about Generations Invoices and Estimates.

Learn about the Billing Export.

Learn about billing reports.

Data Flow

Billing Interfaces

  • Any supported edition of QuickBooks (Pro or higher) including QuickBooks Online. QuickBooks currently supports the last 3 versions.
  • CMS-1500 and the electronic version called an 837p
  • UB04 and the electronic version called an 837i
  • Billing Export for MAS90, a variety of state specific programs, and reporting purposes.
  • Generations Invoices and Estimates
  • Michigan Medicaid Waiver Form

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