The automated client billing settings can be easily accessed and managed through the billing tab within a client's profile. This section allows you to configure and adjust the client's billing automation preferences for a streamlined and efficient billing process.
1. Start by clicking on the edit button in the right corner beside billing settings.
1. Automatically 'Never Invoice' time entries for this client: If you never plan to invoice this client (for example your "office" client) - then you would want to turn this setting on to automatically mark all time entries a 'never invoice". If an entry is edited after it has been automatically never invoiced, the entry will show under the client billing tab and will need to be manually moved to never invoice. If you enter a time entry and assign the incorrect client to the entry, once updated to the client with "Never Invoice" enabled this too will put the time entry back to the client's billing tab and will need to be manually moved to never invoice.
2. Auto Pay Invoices(1 hour after they are created): The system will attempt to automatically pay any new invoices using the client's saved payment method. Payment will happen 1 hour after the invoice is created, in case there is a mistake and the invoice needs to be canceled or recreated.
**You have to be connected to Firm360 merchant integrated provider, Stripe to use this feature. If the client does not have an active payment method on file. The auto-pay features will not succeed until that payment method has been configured.
3. Automatically Generate Invoices Monthly: The system will auto-generate this client's invoice based on the WIP(Work In Progress) on the billing dashboard and the Period Ending Cutoff that is specified.
**The invoice will be created between 8:00-9:00 am EST based on the date specified in the billing setting.
Last Day of the Previous Month will auto-generate this client's invoice based on the WIP(Work In Progress) from the last day of the previous month.
Day Before Generation- Will auto-generate this client's invoice based on the WIP(Work In Progress) that was accrued through the day before the generation of the invoice
Day Of Generation- Will auto-generate this client's invoice based on the WIP(Work In Progress) that was accrued through the day the invoice would be created.
4. Monthly Auto Draft Payment Method on File: the system will auto draft a payment from the client's payment method on file on the date specified. Payment will be auto-applied to any open invoices or otherwise left 'unapplied' for a future invoice.
**You have to be connected to Firm360 merchant integrated provider, Stripe to use this feature. If the client does not have an active payment method on file, the auto-pay features will not succeed until that payment method has been configured.