Steps for billing readiness review
- 01
Open the billing checks before you run billing.
- 02
Read each open check and the screen that fixes it.
- 03
Fix the rule, assignment, payment destination or report it points to.
- 04
Recheck and confirm billing is ready to run.
What the finished work leaves you with
A list of everything blocking the billing run, each with an owner, a link to fix it, a decision, and the time readiness was last checked.
What to do when the review finds a problem
A readiness check finds something missing
Assign it to the team that owns the linked setting or record.
The results mix warnings and blockers
Separate warnings you can accept from blockers that stop the run.
Every blocker has a decision
Confirm the organization, franchises, period, and payment destination before calling the run ready.
Settings or source data changed
Check readiness again after each fix, and record the final result before approval.
A common mistake to avoid
Treating an empty or failed readiness check as proof that the billing run is ready.
Franchise billing readiness checklist
Use this checklist before approving a franchise billing run. It turns each readiness problem into a task with an owner, follows each blocker to the page where it is fixed, separates blockers from warnings, and checks readiness again before billing starts.
Before you start
- Open billing readiness for the right organization or franchises before changing any setup.
- Have the people who own billing rules, sales reports, payment destinations, documents, and assignments available.
- Decide what has to be true before the run counts as ready.
When billing readiness stays blocked
The readiness check confirms setup is finished before invoices go out. When it stays blocked, find the franchise, period, and owner for each missing piece, separate warnings from blockers, and recheck the same billing run after each fix.
The readiness check names a missing item but no next step.
Check first
- Note the franchises, period, and billing rule the check covered.
- Read the type of blocker and open the setup or record it points to.
- Check whether someone already owns the same missing item.
Next action
Assign the blocker to whoever owns the sales report, rule, assignment, or payment destination it names. Keep billing on hold until that is fixed, rather than adding a free-text override.
Confirm the result
The next check covers the same franchises and period, shows the blocker fixed or deferred on purpose, and records who decided and when.
The team cannot tell whether a message is a warning or a blocker.
Check first
- Compare the message with what is marked included, deferred, and blocked.
- Check whether it stops an invoice from being created or only asks for a review.
- Confirm who can accept a warning before continuing.
Next action
Decide based on what the message actually stops, then record the reviewer’s decision. Do not treat every warning as safe, and do not hold billing forever once a reviewer has accepted a warning.
Confirm the result
The record separates accepted warnings from open blockers and names who accepted each one.
The readiness check still shows an old blocker after the fix.
Check first
- Compare the time of the fix with the time of the check.
- Confirm the check used the same franchises, period, rule, and payment destination.
- Look for a second record or version that still has the problem.
Next action
Rerun the check for the same billing run after the fix, and tell the billing owner if the blocker stays. Do not approve billing from a screenshot or an earlier passing check.
Confirm the result
A new check reflects the fix and shows the current blocker, warning, or ready status.
The check passes, but for the wrong billing run.
Check first
- Compare the franchises, period, rule, and destination in the check with the run you prepared.
- Check whether the result came from a different saved run or browser tab.
- Confirm the preview and the check were done for the same run.
Next action
Ignore the unrelated result and run the check for the right run. Note both results if the wrong one could have led to approving the wrong billing.
Confirm the result
The approved run points to a check with matching franchises, period, and time.
When you need to hand it on
- Include the franchises, period, billing rule, payment destination, blockers, and when the check ran.
- Name an owner for each open blocker instead of passing on a generic 'not ready' message.
- Ask the approver to confirm which franchises and period are included before billing goes out.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
Reports are ready for the next billing run, but one franchise has no payment destination and another report has a warning. The reviewer assigns each blocker to the team that can fix it before the run.
Trace each blocker to its report, franchise setup, billing rule, or payment destination, and confirm the fix where it was made.
This is a planning example, not a customer result.
How can teams check billing is ready to run?
Before you run billing, go through each check Granite lists, open the screen that fixes it, and recheck. When every check passes, billing is ready to run.
Put the workflow into practice
In Granite, billing checks list what would stop invoices going out, each with a link to the screen that fixes it.
Set it up in Granite with your own franchises, reporting periods and billing rules.