The Billing Engine provides the tools required to execute all billing functions related to time and materials-based projects, milestone-based projects and retainer clients.
Use different billing types to forecast
Helps the business make informed decisions
Access future invoice data before creating the actual invoices.
This feature allows the business to track and report on retainer type billing
Ability to invoice with a click of a button while keeping track of all relevant retainer details.
The retainer could be based on hours or a dollar amount.
End of the month customized prompts
Prompts when project hits an invoicing milestone
Auto generate invoices while customizing them
Some Other Features
- Dedicated billing section with tab
- On-demand time utilization updates
- User-friendly interface simplifies billing process
- Real time invoice forecasting
- Track time and materials-based projects
- Set invoice reminders and alerts
- Review advanced invoice history
- Track and prompt billing by project milestone
- Track and prompt billing for retainer clients
- Improved functionality for invoice handling
- Monitor invoice progression on demand
- Improves communication between departments
- Ensures timely invoicing
- Improves cash flow