When a client is not running payroll for a given period, it's important to ensure proper billing and recordkeeping procedures are followed. This article outlines the steps for verifying and handling client payroll that is not being processed.
Step-by-Step Process
1. Verify the Invoice Type
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Check if the current record is a billing invoice.
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If yes, determine if it should be processed as an "invoice-only payroll".
🔔 Important: Do not delete the payroll if it should be billed. Continue processing for billing purposes.
2. Check Monthly Charges
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Review the client’s invoice for monthly charges (e.g., subscriptions, flat fees).
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If monthly charges are present, proceed to process the payroll for billing.
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3. No Payroll or Monthly Charges?
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If the client is not running payroll and no monthly charges are present:
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Create a ticket assigned to Monica.
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In the ticket, request the payroll be deleted.
➤ Rename the payroll to begin with "DELETE" (e.g.,
DELETE - [Payroll Name]).
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