Create Invoices Automatically in QuickBooks
And other accounting software, but QuickBooks is the most popular.
When a ticket is marked as closed it enters the Ready to Bill status. You have the ability to pull up all the tickets for invoice review. This allows you to change the labor description, labor rate and date work was performed. You can also postpone the invoice marking it as still Under Review.
Once you’ve approved the ticket for invoicing, the system will queue your invoice(s) to be billed by your accounting software. This happens automatically.
Integrating QuickBooks into your system is a nominal investment and can take up to a week to complete. Most partners need this, so please let us know your intentions as soon as possible to minimize delay.
