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Tools Review

Agency Billing Tools Review

Tools Review

Review by billing period all the appointments in a gridview and get some basic overview information in the process.


Purpose

Allows for easy review of interpreter billing information, duration and mileage.

Desktop Features

  • Clicking a columns title (header) you can sort by that column.
  • Clicking the view button to the left of the record will open a pop-up viewable and editable with the appointment details.
  • Entering information in the search box to the top right of the table the system will automatically hide all records without the characters entered.

Mobile Features

  • Clicking the appointment will redirect to the appointment viewable and editable.
  • Entering information in the search at the top of the list will automatically hide all records without the characters entered.

Agency

Billing

Billing Periodicity

Set the periodicity for billing cycles.

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Tools Review

Review by billing period all the appointments in a gridview and get some basic overview information in the process.

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Tools Calculation

See a summary of how the system generated the billing fees for a particular appointment.

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Customer Billing

Generate invoices and sync them instantly with QuickBooks Online. Invoices can be printed, mailed, copied, and exported into other applications.

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Interpreter Billing

See invoices/bill/expenses related to interpreters.

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Billing Bundles

Billing bundles are a set of rules that describe how you charge a customer or pay an interpreter.

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Invoicing Explained

Read about how Aqua Schedules makes invoicing easy and painless.

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Tools Pending Validation

This area will only show appointments that haven't been validated.

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