How does the Billing screen turn proof into an invoice?
Your firm's invoicing of the work it can prove, handed to your own books.
Billing (under Business) prices what the record proves: closed checks, recorded hours, per diem days — each on the basis your firm set for that client. Nothing is billed that the record cannot show, which is also why a disputed line is settled by opening the check, not by arguing.
The invoice itself goes to your QuickBooks. Money truth lives there; this screen reads it back so the office sees what left and what came in without a second system to keep in step.
What your firm pays Veristep is a different screen — Settings → Plan & billing — and never mixes with your own invoices.
An approved change order goes on the next bill by itself: one line at the total the client approved, on the first billing period that closes on or after the day they approved it, and on no other. Close the period — or send it to QuickBooks — and the change order is marked billed.
If your contract holds back retainage, set the share on the job once. Every bill closed after that holds it back: the invoice shows the gross, the retainage and the net due, and the late-payment aging only counts the net. Release the retainage with its own invoice when the time comes.
Every payment is a line of its own — recorded here or read back from QuickBooks — and the lien waiver it calls for is written from that line.