IF Media Month End Client Billing Process

This task is to be done on the last day of every month by the Admin Assistant after all Techs have approved their lists

1. Click on IF Media General Worklist and click Completed Tasks by Client, ensure that all tasks are assigned to:
   • General Worklist
   • Tech
   • Client
2. Ensure that all tasks are associated with a client list or Invoice list and has Task Pay and Client Price added to it. (If one or the other is missing, notify Ifeanyi to add)
3. For Clients who get invoiced at then end of the month (AWO/Afriicionado, Royal Learning Center):
   • Once a client’s list is finalized, copy the task names and paste them into the Zoho invoice draft that was created at the beginning of the month. A screenshot of this list will also be added to IF-Progressboard.com for Financial Tracking for Client Payments.
4. For Clients who get billed right away
   • Copy the tasks names and paste them into a new Zoho invoice. A screenshot of this list will also be added to IF-Progressboard.com for Financial Tracking for Client Payments.

1. After all Client invoices have been created, notify Ifeanyi to review and then you can send out invoices.
2. Ifeanyi will Clear all the invoiced Tasks from the General Work lists once done