Home / Guides / Med spas / Billing processing run / Checklist Process guide Readiness checklist Troubleshooting Franchise billing processing checklist for med spas Use this checklist when moving a reviewed billing preview into processing. It confirms the run scope and preview freshness, separates eligible and deferred work, records the single approval decision, and follows invoice and notification states until completion or recovery is assigned.
Start the checklist ↓ Prepare before reviewing Open the prepared run and its latest reviewed simulation before choosing an approval action. Confirm the intended scope, reporting context, eligible rows, deferred rows, and readiness state. Identify the owner who will monitor resulting invoices and notifications after submission. Industry context Med spa groups coordinate locations, service programs, staff access, and recurring operational reporting. A central team benefits from a location-first record that keeps quantities and pricing understandable without mixing clinical notes into business administration. Use the workspace for operational counts, access ownership, period status, and document follow-up while keeping sensitive service details out of broad reporting views.
Continue in Granite Granite's billing processing workspace connects a reviewed preview to one approval and its resulting states.
Process guide Readiness checklist Troubleshooting