Implementation Checklist for Billing

As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure the Billing section is set up and is being tracked correctly to the other areas of your agency.

Getting To Go Live

Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live:

_ Purchase Items

_ Media

_ Broadcast Items

_ Print Items

_ Billing

_ Billing Worksheet Workflow

_ Time and Materials

_ Fixed Fee

_ Mass Billing Workflow

_ Production

_ Retainers

_ Media Billing

_ Project Billing Workflow

_ Time and Materials

_ Fixed Fee

_ Client Invoice

_ Applying Invoice Layouts

_ Sending Client Invoices

_ Receipts Workflow