Billing Workflow 4 - Summary & Send Bills

In this video I walk through the final “summary and send bill” step of our four‑part billing workflow. I show the dashboard’s four hero boxes, highlighting that 37 of 50 bills are ready (74 % ready) and that the only blockers are 13 unresolved exceptions, with no missing reads. I explain how to drill into those exceptions, resolve them—either by waiting for service order data or by estimating—and why clearing them is essential before we can post the bills. I then review the comparative statistics table that flags drops in customer count or revenue and the announcement box for custom messages. After resolving the exceptions I enable the “Post Bills” button, demonstrate downloading the results as customizable CSVs or ready‑to‑print PDFs (by route), and mention optional e‑billing via the customer portal. Finally I wrap up the series, emphasizing how the summarized insights and bulk actions streamline billing and reduce manual effort.