Typically, Software companies bill for their products services in a variety of different ways. You may bill projects on a time-and-materials basis, licenses on a fixed monthly fee, and maintenance under a fixed price contract. Autotask is able to handle these different methods of charging customers, offers the ability to check timesheets and work entries before generating an invoice, and bills products, projects, tickets, and expenses, with complete details, all on the same invoice.

Autotask has a full spectrum of functions to make the task of billing easy, fast and accurate, including:

Flexible Contract & Billing Automation You probably have a myriad of billing methods, rules and rates that vary across your customer base. Autotask handles the way that you bill your customers for both products and services. It also handles time and materials billing based on multiple roles and rates per customer contract.     Flexible Time Tracking Options It's important to track the costs associated with the time worked and automatically calculate profitability. With Autotask, this is a snap, no matter how you bill for time--retainer, time & materials, block hour etc.. Autotask can automatically deduct time worked from block hours and provides rules for expiration, notification when the block is low and override rates when the block runs out.     Approval & Posting Workflow For smaller companies Autotask can automatically approve work when the timesheet is approved. For more control, Autotask gives you a check and balance system where a project manager, account manager or service manager can easily verify the work performed and allow you to make adjustments on labor, costs, milestones and expenses.     Software Project & Customer Support Ticket Billing Autotask is not an accounting system, but it provides comprehensive billing detail and draft invoices. If you plan to create invoices, Autotask has the ability to select and roll-up the items you want to display on the invoice including work details, costs, expenses and taxes.     Accounting Integration You will need to decide if you want to create reports for your accounting team or electronically transfer invoice information. Autotask provides comprehensive billing reports which can be exported to Excel and direct integration with QuickBooks that can seamlessly move billing and payroll information without re-key of information. Note:These direct transfers need to be configured up front.

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