Understanding The Billing Options in TPS Cloud Axis

Whether you're a seasoned user or just getting started, understanding the billing options in TPS Cloud Axis can save you time and make your billing process more efficient. 

Billing Options

The Billing screen provides three options to cater to your specific invoicing needs:

• Quick Bill: Allows you to bill all Work in Progress (WIP) transactions on a single invoice for a selected client. This is a convenient way to generate invoices quickly based on all WIP transactions.

• Detail Bill: Offers greater control over your invoices by enabling you to select specific WIP transactions to mark up or down, giving you flexibility in how you bill your clients.

• Progress Bill: Ideal for billing clients upfront without relieving specific WIP lines. This option allows you to create an invoice in advance.
  
  

Customizing Your Invoices with the Edit Paragraph Screen

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

• Descriptions: Enhance your invoices by adding descriptions that provide more context, making it easier for clients to understand the charges. These descriptions are based on the selected invoice template format and variables.
• Invoice Template: Select the invoice template, which determines the appearance of your invoices. You can select from default templates or use a customized template created or uploaded by your firm. 
• Create Document and View as PDF or MS Word: Preview your invoices as PDF or MS Word documents before finalizing them, ensuring they look just the way you want before printing or sending them out to the client. In this step, you will be able to print the invoice directly from Word or PDF.
• Send Via Email or Portal
  
  
• Batch Printing and Sending: If you prefer to print or send multiple invoices at once, the 'Print/Send Batch - Invoices' option allows you to print, send through TPS Portal, or email multiple invoices simultaneously.

Automatic Billing 
If your firm requires sending 'Automatic Billing', such as fixed-fee invoices on a Bi-Weekly, Monthly, Quarterly, or Annual basis, the firm can configure this option under the 'Client Properties - 'Billing' tab -  'Automatic Billing' sub-tab. 


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

Related Articles: 

• Using Auto-Bills for Fixed-Fee Monthly/Quarterly Retainers

 axis_support@tpssoftware.com    

 Toll-free: 1- 888-877-2231

0 Votes