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Billing

Approve and invoice all your services. Autotask automates the tracking of all project and service related costs, and provides simple methods for approval and invoicing. 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 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 systems, this feature alone can reduce 50% of the costs related to the billing cycle, and improve cash-flow through more timely invoicing.

  • Simple, Intuitive Approve and Post

    Autotask will automatically find anything that’s billable, and present it to you in a single place, already applied to the correct client and correct contract, with all the rates automatically calculated based on the role and resource that did the work, or other contract terms. You then have the option to review each line item and approve as is, or manually adjust the hours or amounts to bill.

  • Key Variable Filtering

    All items that you have approved and posted can be viewed on this single screen, with all accounts listed in alphabetical order. You can optionally filter or search for approved and posted items by a variety of key variables, such as date range, contract type, items type, and more.

  • Batch Invoicing

    With Autotask you can quickly and easily send out your invoices in batches, dramatically speeding up the billing process. You can preview, print, or e-mail your invoices. Also, push them instantly down to your clients through the optional Client Access Portal add-on.

  • Customizable Invoice Formats

    You have a variety of options to format your invoices to display the specific level of detail that you want.
 FEATURE COMPARISON Autotask
Pro
Flexible Contract & Billing Automation X
Contracts - Recurring, T&M, Block Hour X
Contracts - Fixed Price & Retainer X
Track & Bill Product Subscriptions X
Quickbooks Integration Add-on
Directly Generate Invoices from Service Tickets. Autotask service tickets now have an "Invoice Now" option that lets you bill for ticket labor or ticket costs directly from the ticket itself. "Invoice Now" will generate a single invoice for any previously unbilled labor or costs – and, it will also approve and post the items before processing the invoice.

Batch Invoicing. The new Batch Invoicing Wizard lets you generate invoices 80% faster – and automatically batch email invoices to any account you specify.

It’s ironic that many IT business management systems – even some with invoicing ‘wizards’ – force you to waste considerable unbillable time preparing bills and invoices.  Not so with Autotask.

Autotask’s new and improved batch billing system gives you the power to approve and post all customers at the same time – and make whatever adjustments you need on the fly.  No more working through each client one at a time.  You can even approve and post incrementally, between billing periods and shorten your invoicing time even more.

Best of all, you can instantly send out all your invoices in batch mode as well, saving time and postage and improving your cash flow.
Taking your IT business to the NEXT LEVEL!
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Case Study CMIT Increased Revenue from One Client 12-Fold with Taskfire™ Download