Billing Options - TPS Cloud Axis

Whether you're a seasoned user or just getting started, understanding the billing options can save you time making your billing process more efficient. Here you could access the Billing Essentials comprehensive YouTube playlist 

The Billing screen provides three billing options to cater to your specific invoicing needs: Quick Bill, Detail Bill, and Progress Bill. The Quick Bill and Detail Bill options require WIP transactions to be able to create the invoice. However, if you prefer to bill your clients upfront, you could use the Progress Bill option.

1. Quick Bill: Allows you to bill all the Work in Progress (WIP) transactions on a single invoice for a selected client. It's a convenient way to quickly generate invoices based on the WIP.
2. Detail Bill: If you prefer more control over your invoices, the Detail Bill option is perfect. It enables you to select specific transactions to mark up or down, giving you flexibility in how you bill your clients.
3. Progress Bill: For those who want to bill clients upfront without relieving specific lines of WIP, the Progress Bill option is the way to go. It lets you create an invoice ahead of time.

The Edit Paragraph screen offers several useful features for customizing your invoices:

• Add Descriptions: You can add descriptions to provide more context to your invoices, making it easier for your clients to understand the charges. This feature will be based on the Invoice Template format.
• Change Invoice Template: Change the invoice template, to select a different appearance of your invoices by using one of our default invoice templates or a customized template created by your firm.
• View the final invoice in PDF or MS Word: Preview your invoices as PDF or MS Word documents before finalizing them, ensuring they look just the way you want to then Print them.
  However, if you prefer to print or send your invoices as a batch, under 'Tools' you will find the 'Print/Send Batch' - 'Invoice tab' that will offer the ability to print or send by email multiple invoices at once. The TPS Cloud Axis 'Ultimate' plan also offers the ability to send the invoices through our secure 'Client Portal'.
  
  

If your firm requires to send 'Automatic Billing' or a Fixed Fee monthly, quarterly or yearly invoices to a client, this option could be configured on the 'Client' properties - 'Billing' tab -  'Automatic Billing' sub-tab.

You could also access our Billing Essentials comprehensive YouTube playlist, which offers an overview of the billing process and different options. Discover the power of Quick Bill, Detail Bill, Progress Bill, and Automatic Bill options, to manage your invoicing process effortlessly. Then, download, print or send invoices via email or through the client portal.

If you have any questions or need further assistance with billing in TPS Cloud Axis, feel free to contact us!

 axis_support@tpssoftware.com    

 Toll-free: 1- 888-877-2231

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