About this guide

Updated October 19, 2026 for the uniform workflow layout.

Page names and steps were checked in the app's source code. The illustrated steps were also followed in a local copy of the app using made-up records. The screenshots show that local copy, not client data. For each picture, the capture record names the app revision, the site it shows, the route and the role used. Each picture uses only the role its step needs. The steps have not been tested here using Mike's account, and which roles Mike's account has is not yet confirmed. Some billing rules still need the team's review.

This public guide contains no client records and cannot change the billing app. Report a wrong or unclear step.

Which guide this is

Guide	Development
Q-Team release	eccf20073a6ff871d7b13cb1732be2590b1687d1
Q-Team address	https://d2wkc57vig5vwa.cloudfront.net/

Each Q-Team site has its own guide. The production guide matches production, and the development guide matches the development site. Screens look the same in both unless a page says otherwise.

Layout used in this guide

The guide follows the shared page layout: breadcrumb, selected record context, brief help, section or view links, then task steps where needed. Screenshots use synthetic records. Imports, billing, invoice, delivery and administration examples show the same navigation pattern; record names and available actions depend on your data and permissions.