The natural workflow of the system automatically takes care of your invoices and bills. Here is how it works.
After an appointment your interpreters complete the appointment by entering billing information within 5 days. If they don’t they can’t claim unassigned appointments. When an interpreter enters the billing information (status, duration, travel time and miles) the system then has enough information to use the billing bundles to calculate agency and interpreter fees. Once the system calculates those fees after the interpreter completes their billing the appointments are then grouped together based on your billing interval.
In the Agency => Billing area you will see “Billing Period” which lets you set limits on which appointments fit into a invoice. You’ll be able to set the start day for your billing cycles and select one of the following options for the billing interval length 1 Week, 2 Weeks, 1 Month or 1 Year.
Once your billing interval is in the system it uses that interval for all customers. Feel free to change the “Billing Period” area at any time to switch between billing periods your customers may require.
Agency => Billing => Customer Billing lists invoices for your customers based on the billing interval you set above.
Agency => Billing => Interpreter Billing lists bills your interpreter would charge to the agency based on the billing interval you set above.
Review by billing period all the appointments in a gridview and get some basic overview information in the process.Read More
See a summary of how the system generated the billing fees for a particular appointment.Read More
Generate invoices and sync them instantly with QuickBooks Online. Invoices can be printed, mailed, copied, and exported into other applications.Read More
Billing bundles are a set of rules that describe how you charge a customer or pay an interpreter.Read More
This area will only show appointments that haven't been validated.Read More