Guide on Running End-of-Month Billing in Radio Workflow

1. Check Logs

• Start from the Radio Workflow dashboard.
• Ensure that your logs are reconciled through the dates you wish to bill. This is crucial to ensure accurate billing.

2. Reconcile Logs

• Navigate to the 'Traffic' section.
• Choose 'Logs' and then 'Daily Logs'.
• Look for the 'Unreconciled' section to ensure that your logs for the billing period (e.g. month of May) are reconciled.
• You may reconcile the logs yourself or with your air log.
• Before proceeding, double-check everything is reconciled to ensure accurate billing.

3. Access Accounts Receivable

• Go to the Accounts Receivable section, represented by the 'credit card' icon.
• Choose 'Invoices'.

4. Generate Invoices

• Click 'Get Invoices'.
• Select desired parameters (e.g. all accounts, any contract, all reps, etc.).
• Click 'Run Report'.
• A report will be generated for each contract that should have been billed for the selected period.

5. Review and Correct Errors

• Inspect the report.
• Accounts with mistakes will be highlighted in red, while those without will be in white.
• Correct any detected errors before proceeding.

6. Post Invoices

• Once all errors are corrected, click 'Post Invoices' to make the invoices available for sending or printing.

7. Review Invoice Details

• Go back to Accounts Receivable (credit card icon) and select 'Invoice Detail'.
• Choose your desired report parameters (e.g. all accounts, specific rep, etc.).
• Click 'Run Report' to view all relevant invoices.

8. Generate and Review Billing Report

• Review the generated billing report, which includes gross, net, commissions, and billing cycles.
• Make any necessary adjustments before finalizing.

9. Build and Send Batch

• Once satisfied, click 'Build Batch'.
• A PDF file comprising all invoices will be generated and sent to the logged-in email account.
• Click 'Send Batch' to automatically email these invoices to the respective clients.
• The status will change to 'Sent' once the emails are successfully sent.

Note: Ensure to monitor your email for the batch confirmation and PDF of invoices. This may take a few minutes to be received.

That's how you perform an end-of-month billing in Radio Workflow.