Billing
Approve and invoice all your services. Autotask automates the tracking of all project and service related costs, and provides simple methods for approval and invoicing. Powerful and flexible formats allow you to bill any combination of fixed price, block hour, recurring services (MSP) contracts, time & materials, retainers and even subscriptions.
Autotask offers the ability to check timesheets before generating an invoice, and can bill projects, tickets, and expenses -- with complete details -- all on the same invoice.
Compared to non-integrated systems, this feature alone can reduce 50% of the costs related to the billing cycle, and improve cash-flow through more timely invoicing.
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Simple, Intuitive Approve and Post
Autotask will automatically find anything that’s billable, and present it to you in a single place, already applied to the correct client and correct contract, with all the rates automatically calculated based on the role and resource that did the work, or other contract terms. You then have the option to review each line item and approve as is, or manually adjust the hours or amounts to bill.
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Key Variable Filtering
All items that you have approved and posted can be viewed on this single screen, with all accounts listed in alphabetical order. You can optionally filter or search for approved and posted items by a variety of key variables, such as date range, contract type, items type, and more.
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Batch Invoicing
With Autotask you can quickly and easily send out your invoices in batches, dramatically speeding up the billing process. You can preview, print, or e-mail your invoices. Also, push them instantly down to your clients through the optional Client Access Portal add-on.
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Customizable Invoice Formats
You have a variety of options to format your invoices to display the specific level of detail that you want.
| FEATURE COMPARISON | Autotask Go! |
Autotask Pro |
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| Flexible Contract & Billing Automation |  |
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| Contracts - Recurring, T&M, Block Hour | |
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| Contracts - Fixed Price & Retainer | |
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| Track & Bill Product Subscriptions | |
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| Quickbooks Integration | Add-on | Add-on |
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Batch Invoicing. The new Batch Invoicing Wizard lets you generate invoices 80% faster – and automatically batch email invoices to any account you specify.
Autotask’s new and improved batch billing system gives you the power to approve and post all customers at the same time – and make whatever adjustments you need on the fly. No more working through each client one at a time. You can even approve and post incrementally, between billing periods and shorten your invoicing time even more.
Best of all, you can instantly send out all your invoices in batch mode as well, saving time and postage and improving your cash flow.Yes, you can afford it!
It's hard to believe that a service that is as comprehensive and mission critical as Autotask can be so affordable. The fact is, you can get going with our industrial strength platform for as little as $29 per month, with no upfront fees for a single user with Autotask Go!. And even our most powerful product, Autotask Pro, can be had for less than what you charge for a single hour PER month of billable time per user. Ask one of our reps for your personalized ROI calculator.
You'll be amazed at how such a small investment can generate such a huge impact to your bottom line. Better yet, don't take our word for it...check out what our customers have to say about the positive impact Autotask has had on their businesses.
Personalized ROI calculator Buy Autotask Go! Request a Demo of Autotask Pro
