Billing & Revenue - How to Use

Quick Summary

This article has been standardized to Kecktech Help Center format for safer support handling and clearer escalation.

Scope

• Audience: End users and support staff
• Category: General/Uncategorized legacy article
• Goal: Resolve the issue consistently while reducing risk

Step-by-Step Resolution

1. Confirm the exact symptom and capture any on-screen errors.
2. Verify basic conditions (power, connectivity, login/session validity).
3. Apply lowest-risk corrective action first and re-test.
4. If unresolved, review logs/history and isolate account vs device vs service cause.
5. Record final outcome and next preventive action.

Safety and Security

• Do not disable protection controls permanently to force a result.
• Stop and escalate if sensitive data, account abuse, or malware indicators appear.

Escalation Criteria

• Escalate when the issue remains reproducible after core steps.
• Escalate immediately for security, compliance, or business-critical impact.

Legacy Source Content

Billing & Revenue ΓÇö How to Use

What This View Shows

The Billing view aggregates all financial data from ERPNext into one dashboard.

Sections

KPI Cards (Top Row)

• MRR ΓÇö Monthly Recurring Revenue from active subscriptions
• ARR ΓÇö Annual Run Rate
• Outstanding AR ΓÇö Total unpaid invoices
• Unbilled Hours ΓÇö Draft timesheets not yet invoiced

AR Aging

Invoices bucketed by how overdue they are:

• Current ΓÇö not yet due
• 1-30 days ΓÇö follow up
• 31-60 days ΓÇö escalate
• 61+ days ΓÇö collection priority

Click any invoice number to open it in ERPNext.

Billable Time (Timesheets)

All timesheet entries from ERPNext. Draft = not yet billed. Submitted = invoiced.

Monthly billing process:

1. Review all Draft entries
2. Group by customer
3. Open ERPNext and create Sales Invoice per customer
4. Submit the timesheets

Accounts Payable

Open purchase invoices. Green = current, red = overdue.

Common Questions

Where do timesheets come from?
Techs log time via the Support Desk Log Time panel. Each entry creates a Draft Timesheet in ERPNext.

How do I invoice a customer?
Open ERPNext at ops.kecktech.net, go to Accounting, Sales Invoice, New. Link the timesheet entries.