Automatic Billing Overview

See Also

Navigation

 

Web Suite simplifies and automates the billing process by allowing you to define an auto-billing schedule at the project level. After you set up a billing schedule and frequency for the desired projects, Web Suite memorizes these settings and creates an entry in the Memorized Invoices screen. It releases the associated time and expense automatically and does the write-up and write-down as needed.

 

Automatic billing follows all the business rules built into Web Suite. It knows when the last invoice went out for a project and how much approved work-in-progress you have for it. It knows when the next invoice is due for a fixed fee project. If the project has a billing schedule, Web Suite generates the invoice accordingly. It also applies the rates correctly and automatically to hourly projects, releasing associated time and expenses automatically. If a fixed fee or HNTE contract type is involved, Web Suite knows not to bill more than the contract amount. It knows whether expenses are part of the contract or on top of it. It knows when to write-up and down time to match the net bill amount. In addition, it knows which invoice template to apply.

 

Automatic billing feature is available in Web Suite Pro and Enterprise editions only.