Incorrect Billing Profile or Invoice Terms

ACCOUNTING 

• Billing Profile Details such as Bill To are incorrect, OR
  

• Invoice Terms Details such as Payment Terms are incorrect
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

1. Credit & Reinstate Invoice
   

2. Update Invoice Terms
   

3. Update Billing Profile
   

4. Resync Invoice Terms to Billable Charges
   

5. Generate Invoice Statement
   

6. Finalize Invoice
   

Incorrect Hours

ACCOUNTING

CONSULTANT SUPPORT 

• Times in and times out were incorrectly entered in BTE
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

1. Credit & Reinstate Invoice
   

2. Revise Hours in BTE
   

3. Review Billable Charges
   

4. Generate Invoice Statement
   

5. Finalize Invoice
   

Additional Hours

ACCOUNTING 

• Additional time was worked and added to original hours
  

In BullHorn...

• Billable Charge Exists (Invoiced)
  
• Invoice #1 Exists - Original Hours (Finalized)
  
• Invoice #2 Exists - Additional Hours (Finalized)
  

1. Identify Billable Charge impacted
   
2. Generate Invoice Statement 
   
3. Finalize Invoice
   

Flat Credit Amount (Expenses)

ACCOUNTING 

In BullHorn...

• Billable Charge Exists (Invoiced)
  
• Invoice #1 Exists - Expense (Finalized)
  
• Invoice #2 Exists - Additional Expense (Finalized)
  

1. Identify Placement impacted
   
2. Navigate to Billable Charges
   
3. Create Billable Charge
   
4. Generate Invoice Statement
   
5. Finalize Invoice
   

Flat Credit Amount (Hours)

ACCOUNTING 

In BullHorn...

• Billable Charge Exists (Invoiced)
  
• Invoice #1 Exists - Expense (Finalized)
• Invoice #2 Exists - Additional Expense (Finalized)

1. Identify Placement impacted
   
2. Navigate to Billable Charges
   
3. Create Billable Charge
   
4. Generate Invoice Statement
   
5. Finalize Invoice
   

Fail to Start

• No invoice issued (invoices are always issued on or after the Start Date).
  

• No payment expected from Client.
  

In BullHorn…

• Billable Charge Exists (Ready to Bill)
  

1. Mark Charge as Unbillable
   

2. Make sure the placement Termination reason is "fail to start"
   

3. Fall off date is entered
   

4. Status is closed

'Fall Off' (without payment)

• Invoice issued
  

• No payment received or expected from Client
  

• Credit Issued
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

1. Credit Invoice
   

'Fall Off' (with partial payment)

• Invoice issued
  

• Partial payment received from Client
  

• Credit Issued
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

Final Outcome: Field adjusts BH to prorated fee amount, accounting credits invoice in Netsuite to match prorated agreement

1. Credit & Reinstate Invoice - - This would be a manual credit
   

2. Update Billable Charge
   

3. Generate Invoice Statement & Finalize
   

'Fall Off' (with partial refund)

• Invoice issued
  

• Payment or partial payment received from Client
  

• Credit Issued
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

Final Outcome: Field adjusts BH to prorated fee amount, accounting credits invoice in Netsuite and initiates refund

1. Credit & Reinstate Invoice - This would be a manual credit
   

2. Update Billable Charge
   

3. Generate Invoice Statement & Finalize
   

'Fall Off' (with credit toward future replacement search)

• Invoice issued
  

• Payment or partial payment received from Client
  

• Credit Issued
  

• Credit Applied to Future Placement Invoice
  

In BullHorn…

• Billable Charge Exists (Invoiced)
  

• Invoice Exists (Finalized)
  

• Credit Created (Finalized)
  

Final Outcome: Field adjusts BH to prorated fee amount on original placement, accounting applies partial credit to invoice in Netsuite, leaving a credit balance on the clients account.  When replacement search is complete, Field adds new placement and credit is applied to invoice for replacement.

1. Credit & Reinstate Invoice -- This would be a manual credit
   

2. Update Billable Charge
   

3. Generate Invoice Statement with
   

   1. Original Billable Charge &
      

   2. New Billable Charge
      

4. Finalize Invoice