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Billing
Approve and Invoice All Services |
Approve and invoice all services better than ever before! Autotask Pro automates the tracking and ultimate billing of all project and service related costs. Powerful and flexible formats allow you to bill any combination of fixed price, block hour, recurring services (MSP) contracts, time & materials, retainers and even subscriptions.
Autotask Pro offers the ability to check timesheets before generating an invoice, and can bill projects, tickets, and expenses -- with complete details -- all on the same invoice.
Compared to non-integrated system, this feature alone can reduce 50% of the costs related to the billing cycle, and improve cash-flow through more timely invoicing.
Look how Autotask Pro makes your invoicing for IT services run better:
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Flexible Contract & Billing Automation
Set up the rates that you and the customer have agreed upon and easily bill them. Autotask supports the implementation of your business rules and rates for complex project and service ticket billing. The result is more accurate calculations and timely invoicing.
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Flexible Invoicing Options
Autotask Pro supports fixed price, time and materials, milestone and percent complete contracts, prepaid retainer, block hour, and monthly managed support plans. |
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Change Order Management
Manage billable and non-billable change orders, track estimates, their effect on the project budget. Bill change orders by time or fixed price to maximize revenue.
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Approval & Post Workflow
To streamline the workflow process and manage billable work, use pre-bill reports, spreadsheet style approvals, adjustments and write-offs on labor, costs, milestones and expenses. |
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Project & Service Ticket Billing
Autotask Pro supports items to invoice by client or project. Preview and print billing detail using custom invoice styles and tax groups and save invoice history. |
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Accounting Integration
Autotask Pro provides integration wizards for standard CSV and Excel files. Autotask also has a direct QuickBooks integration for invoices and payroll.
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