Billing & Revenue Management¶

The Billing & Revenue module bridges the gap between operational activities and financial accounting. It ensures that every billable action taken in the field—whether a guard shift or a technical installation—is captured and priced correctly.

Revenue Lifecycle¶

sequenceDiagram
    participant O as Operations
    participant B as Billing Engine
    participant C as Contracts
    participant M as Management
    participant F as Finance/Accounting

    O->>B: Shift/Job Completed
    B->>C: Check Contract Rates
    C-->>B: Return Agreed Rate
    B->>B: Generate Draft Record
    B->>M: Notify for Review
    M->>B: Approve/Adjust Draft
    B->>F: Export to Accounting

Core Features¶

Draft Billing Records¶

The system automatically generates Draft Billing Records (DBRs) as soon as work is verified in the Operations or Technical panels. - Verification: Only shifts marked as "Completed" and "Verified" are processed. - Leakage Prevention: By automating this, Black Shark prevents "revenue leakage" where jobs are done but never invoiced.

Revenue Targets¶

Management can set monthly or quarterly revenue targets per Business Unit. - Tracking: Real-time progress bars show how close each unit is to its target based on both confirmed and draft billing. - Performance: High-level dashboards provide a "Yield per Guard" metric to measure efficiency.

Detailed Workflows¶

How to Review and Approve Billing¶

Navigate to Management > Draft Billing.
Filter by Client or Date Range.
Review the Calculated Amount. If there are manual adjustments needed (e.g., a one-time discount), click Edit.
Once verified, select the records and use the Bulk Action: Approve for Invoicing.

Automated Exports

You can schedule the Billing Engine to automatically export approved records to your accounting software (e.g., Sage, Xero, or QuickBooks) every Friday evening.

FAQ¶

Q: What happens if a shift is deleted after a billing record is created? A: The billing record will be flagged as "Orphaned" and will require manual reconciliation to ensure financial integrity.

Q: Can we bill for non-roster items like equipment rentals? A: Yes, these can be added manually as "Ad-hoc Billing Items" under the client's account.