Billing To-Do List through widget

The Billing To-Do List through widget provides a consolidated view of all upcoming billing tasks related to engagements. It helps users manage pending invoices and take timely action such as review, editing, or deletion.

Purpose of the widget :

• Track and act upon upcoming billing items for each engagement

• Quickly identify which items are pending for review or approval

• Provide action buttons to either Review or Delete the billing entry

Using the widget :

• Helps users instantly track upcoming billing actions

• Serves as a reminder to bill before due dates

• Clicking on a widget engagement will open the same review screen as the "Review" button in the main Billing To-Do list

To view the Billing To-Do widget, Login to BizOps > Dashboard > Billing To-Do Widget > Click on Enlarge.

As soon as you open the Billing To-Do page, you will see a list of pending billing items. At the top of the page, there's a header titled "Billing To-Do List for the Next ___ Days." You can enter a number of days (e.g., 15) to view bills that are due within that period. After entering the number, click the "Re-load" button to filter and refresh the list accordingly.

1.Billing To-Do list :

The billing schedules list contains the columns and the column details are explained below:

Column Name	Description
Status	Indicates the billing state – e.g., TO-DO, Draft.
Engagement ID	Unique identifier for the engagement (e.g., ENG/36)
Owner	The user or team responsible for billing (e.g., DRj - BLR)
Customer	Customer to whom the billing is associated
Currency	Currency used for the transaction (INR, GBP,  etc.)
Value	The total value of the billable item (may show unit value or total)
# of Items	Number of billable service items under the engagement (e.g., 2 NOS)
Date	Billing due date
Progress Indicator (e.g., 0/3)	Shows how many items have been billed vs. total billing items
Review Button	Opens the billing screen to view/edit billing line items for that engagement.
Delete Button	Allows you to remove a billing task from the To-Do list. When clicked, a confirmation popup appears. In this popup, you can choose to delete either the entire billing or specific billing items. Once selected, confirm the deletion to proceed.

2.Billing Selection for billing :

After clicking on the "Review" button from the Billing To-Do List or Billing Widget, you are navigated to the 'Billline items Selection for Billing' screen. This screen helps users select the billing line items (bills) they want to generate an invoice for. This screen allows users to review and select multiple billing line items associated with a customer/engagement.

Column	Description
Select	Checkbox to select or unselect each billing line. Based on your selection, the chosen items will be used for billing.
No	Serial number of the billline items.
Item	The service type being billed (e.g., Enterprise Support Services).
Description	Specific details for the billing item schedule period (e.g., Support Services for Apr-2025).
Value	Amount to be billed for the selected service.

From the above table, you can only select the billline items for billing. After selecting the required items, click on the "Proceed To Billing" button. You will then be directed to the Invoice screen with the details.

3. Invoice:
After you proceed with billing, you will be taken to the Invoice screen. To know more about this screen, refer to the Quick Bill document.

This screen displays all the details fetched from the engagement.
You must:

• Verify the existing information

• Enter the Bill Date, Due Date, and Tax Template (these are mandatory)

• You can also add more billing items, expenses, or taxes if needed

• Finally, check the total amount and save your work before submitting