Bills workflow

1. Log into the Korrect Super Admin platform and click Projects.
   
2. Search for a particular project or click Search to view all Projects.
   
3. Click the Generate Statements icon.
   

4. The Generate Statements modal appears. Select each Project to pay using the checkbox on the left, then click Approve.

   

5. The Approval Confirmation modal appears. Click the Approve button, then click Yes on the pop-up that appears.

   

6. The Project shows the Status of Approved. Click the Invoice button, then click Yes on the pop-up that appears.

   

7. The Project is now Approved and Invoiced. Click the Send Zipalti button to send the Pending Payment Bill to Zipalti, then click Yes on the pop-up that appears. Note that no confirmation appears here.

   
8. The Pending Payment Bill is created in Zipalti and can be added to a Payment group and paid in Zipalti.
   
9. After a Bill is Paid in Zipalti, to view the status of the Payment in Korrect, click the Contract Summary link.
   
10. The Contract Summary modal appears. Click Choose Contract period to pick the period for which your payment was made.
    
11. Click the Last Payment tile.
    
12. The Payment records and their current status are shown.