Billing Automation: Automatically Create Bills

Billing automation includes the ability to automatically create bills. You have several options available when configuring this feature.

If you automatically create bills Daily, they will be created each evening at 12am. If you have this setting configured for Monthly, they will be created at 12am on the 1st day of the month. If bills are created Manually, bills will remain in a Unbilled status until you manually create the bills either under Client Billing > Unbilled or from the client's chart under their Billing tab.

In some cases, you may want to create your bills manually, such as if you frequently add products like credit card fees based upon the bill amount. Products must be manually added to a bill, so you should select to manually create bills if adding products.