Adding a New Account in Radio Workflow

Step 1: Access the Account Creation Menu

1. Click on the plus sign "+" located on the top-right corner of the screen.
2. Select "Account" from the dropdown menu.

Step 2: Edit an Existing Account (Optional)

1. Click on "Accounts" on the left side panel.
2. Find the desired Account in the list.
3. Click on the cogwheel icon next to the account.
4. Select "Edit" from the dropdown menu.

Step 3: Add the Pre-bill Tag

1. In the "Billing" section, add the tag "Pre-bill" in the Billing Tags field.
2. Click "Save" to save the changes.

Generating Pre-bill Invoices

Step 1: Access Accounts Receivable

1. Click on "Accounts Receivable" on the left side menu.

Step 2: Generate Pre-billing Report

1. Click on "Pre-billing" to generate a report of all accounts that have been tagged with "Pre-bill."

Step 3: Create Prebill Invoices

1. Click on "Post Pre-bill" to create the actual prebill invoices.

Viewing and Managing Pre-bill Invoices

Step 1: Access Invoices

1. Click on "Invoices" on the left side panel.

Step 2: View Pre-bill Invoices

1. Change the tab to "Pre-bill Invoices" to view all prebill invoices.